LinkedIn Sales Navigator is a great tool for sales professionals and recruiters to identify, connect with, and manage leads and accounts. With Sales Navigator you can search LinkedIn profiles and accounts to build targeted lead lists. However, to work with the data in Excel for analysis, reporting, and integration you’ll need to export the Sales Navigator data.
In this guide, I’ll walk through the steps to export your LinkedIn Sales Navigator data to Excel. I’ll cover:
- Exporting leads, accounts, and search results
- Exporting InMail email metrics
- Downloading other LinkedIn ad metrics
With the ability to export LinkedIn Sales Navigator data to Excel, you gain more flexibility in how you can work with your important LinkedIn sales and recruiting information.
Exporting Leads, Accounts, and Search Results
The main LinkedIn Sales Navigator data you’ll want to export is your leads, accounts lists, and search results. Here are the steps to export this data:
- Go to the Leads, Accounts, or Search Results sections of LinkedIn Sales Navigator.
- Click on the “Export” button.
- Select whether you want to export All Leads, All Accounts, or All Search Results based on which section you are in.
- Choose the date range if you only want to export a subset of the data based on last updated date.
- Select the file format – Excel or CSV.
- Click on the “Export” button to download the file to your computer.
The export includes profile information such as name, title, company, location, LinkedIn URL, and any custom columns you have added in Sales Navigator.
Now you have your LinkedIn leads, accounts, and search results available in Excel for further analysis and integration.
Exporting Specific Leads or Accounts
If you don’t want to export all your LinkedIn Sales Navigator leads or accounts, you can export a specific subset:
- Go to the Leads or Accounts section.
- Select the checkboxes next to the profiles you want to export.
- Click the “Export” button.
- Select Excel or CSV format.
- Click “Export”.
This allows you to export specific leads or accounts based on criteria like location, company size, job title, etc.
Exporting InMail Email Metrics
When sending InMail emails through Sales Navigator, you can export your email metrics to Excel for further analysis.
Here are the steps to export LinkedIn InMail metrics:
- Go to the My InMail section of LinkedIn Sales Navigator.
- Click on the “InMail Metrics” tab.
- Click the “Export” button.
- Select whether to export Sent, Responded, or Unanswered InMails.
- Choose the date range to export.
- Select Excel or CSV format.
- Click “Export”.
The InMail metrics export provides data columns including Date Sent, Recipient, Subject Line, Messages Sent, Opens, Replies, Unsubscribed, and Bounced.
With this data in Excel you can analyze InMail performance over time, across recipients, and by subject line.
Exporting InMail Recipient Details
Within the InMail metrics you can also export details on the recipients of your InMail messages:
- Click on the “Recipients” tab.
- Click the “Export” button.
- Select Excel or CSV format.
- Click “Export”.
This provides data on each InMail recipient including name, title, company, LinkedIn profile URL, and InMail open & response stats.
Downloading Other LinkedIn Ad Metrics
In additional to InMail email metrics, you can download metrics for your other LinkedIn ad campaigns:
- Sponsored Content: Impressions, clicks, CTR, engagement, followers, company page visits
- Text Ads: Impressions, clicks, CTR, cost per click, conversions
- Dynamic Ads: Impressions, clicks, CTR, cost per click, conversions
To download campaign metrics:
- Go to the Campaign Manager section of LinkedIn Ads.
- Click on a specific ad campaign.
- Click the “Download” button to export the metrics to Excel.
This allows you to analyze the performance of your LinkedIn ad campaigns beyond Sales Navigator in Excel.
Connecting Sales Navigator Data to Excel
Once you’ve exported your LinkedIn Sales Navigator data to Excel, you gain access to the full capabilities of Excel for further analysis and reporting. Here are some tips for working with LinkedIn data in Excel:
- Use functions like VLOOKUP, INDEX/MATCH to connect CRM data if you have LinkedIn profile IDs.
- Add charts and graphs to visualize Sales Navigator data.
- Build pivot tables and dashboards for sales metrics.
- Use Excel power query to combine multiple LinkedIn data exports.
- Apply conditional formatting to highlight insights.
You may also want to load your LinkedIn exports into a database like SQL Server or MySQL for improved analysis with larger datasets. The connection to Excel provides flexibility to work with the data in the ideal environment.
Conclusion
Being able to export LinkedIn Sales Navigator data to Excel provides sales and recruiting teams with more power in analyzing leads, accounts, prospects, and recruiting pipelines. Instead of being limited to the native Sales Navigator reporting, Excel unlocks the full potential for transforming LinkedIn data into sales insights.
The ability to export profile lists, search results, InMail campaign metrics, and LinkedIn ad data delivers the data you need for better sales and recruiting in Excel.
Follow the export steps outlined here to integrate important LinkedIn Sales Navigator data into your Excel analysis and reporting workflows.