[Starter & Growth] Migrating your Data to Juicebox

Last updated: March 3, 2025

Juicebox supports data migration from most major recruitment CRMs. As a Starter / Growth plan customer, you have access to self-serve data migration.

If you're a Business plan, please see 📄 [Business Plan] Migrating your Data to Juicebox

The self-serve migration process allows you to import large-scale contact data to avoid reaching out to profiles you already recently contacted.

Process

  1. Export Contact Data

    • Export your contacts directly from your current CRM as a CSV file, usually labeled "Export all Contacts" or similar.

    • Important: Ensure your export includes each profile’s LinkedIn or GitHub URL. Juicebox uses this URL to identify and match profiles.

    • If exporting directly isn't possible, contact your CRM provider for assistance.

  2. Reformatting you Data

    • Juicebox accepts CSV format only.

    • Your CSV must have one column containing LinkedIn URLs (plus an optional header row).

    • Limit uploads to 500 profiles per CSV. You may perform multiple imports if necessary.

    • If you plan to import more than 10,000 profiles, please email support: support@juicebox.work

  3. Create a New Juicebox Project

    • Next, create a new project on Juicebox, e.g. "Past Contacts". This project will store all contacts you've had previous interactions with.

  4. Import to Juicebox

    • Open the Shortlist tab in your project. Then, select the "import" option to upload a CSV of your contacts. More details on bulk-imports here.

    • Note that some contacts may not be resolved in Juicebox. You may need to exclude them from your export.

  5. Testing

    • After importing your profiles from Juicebox, you can test adding them to a sequence from a different project. You should see a warning saying "This profile is shortlisted in another project".

    • Additionally, you'll be able to see their shortlist status in the "Activities" field of the profile.