migrate · linked helper
Leave the desktop running one last time
Bring your prospect list into an assistant-led workflow without losing track of who already knows you. Start with one account and a checked sample. LinkedBoost supports CSV lead import; conversation history, exclusions, and campaign progress need their own review.
What you are moving
Move a lead list, then rebuild the workflow you still need. An imported row is not proof that every message, attachment, reply, or suppression rule transferred. Keep Linked Helper and the original export available until the records reconcile.
Linked Helper documents CSV export of selected contacts and configurable fields. Use its export guide to choose the data before importing. Export scope depends on your selection and settings.
A migration your operator can check
- 1
Inventory one account
Record the account owner, active campaigns, pending invitations, open conversations, and opt-outs. Choose one audience to move first and keep the original records available.
- 2
Export the relevant records
Export selected contacts from Linked Helper with the identity and history fields you need. Keep account and campaign context alongside the file. Check the export settings; a contacts file is not necessarily the full conversation archive.
- 3
Import and save a small sample
Stage an authorized ten-row sample in LinkedBoost. Include a prior contact, an opt-out, a duplicate, and a new prospect. Inspect invalid rows and identities, then save only reviewed rows to a named group. Compare counts and fields with the source.
- 4
Reconcile history and exclusions
Inspect interaction history and sequence membership. Apply explicit do-not-contact marks where required and check eligibility. Hold any person whose identity or history is uncertain.
- 5
Rebuild and review one sequence
Pause overlapping Linked Helper campaigns before new enrollment. Recreate the intended copy, sender, and timing; campaign progress does not transfer just because a CSV imported. Approve exact recipients, then verify the action result.
Check more than the row count
| Record | What can differ | Operator check |
|---|---|---|
| People and identity | The same person can appear in more than one source list. | Compare profile identity and group membership; investigate duplicate or unresolved rows. |
| Prior messages and replies | A last-message value alone does not establish who sent it. | Compare thread direction and context with the source. Do not label absent history as no prior contact. |
| Opt-outs and exclusions | An export may store them in fields that do not transfer. | Apply explicit marks and inspect eligibility before enrollment. |
| Campaign state | Cadence, completed steps, and pending work are separate from lead records. | Rebuild only the remaining appropriate steps. Keep overlapping source campaigns paused. |
Your first import prompt
Stage this ten-row Linked Helper sample and show identity errors. Save only the reviewed rows as Migration check. Do not enroll anyone. Compare the saved identities, available history, and eligibility with my source records, especially prior replies and opt-outs. Flag anything uncertain before we import the full list.
This works as a starting brief in Claude, ChatGPT, Instinct, or Meta Muse with LinkedBoost connected. Share only data you are authorized to use. Keep passwords and session credentials out of chat.
Decide what stays in your existing process
LinkedBoost brings account search, saved lead groups, sequences, and existing inbox work into your assistant. It does not supply native email delivery, CRM sync, client dashboards, or white-label reports. Plan those handoffs separately and assign an owner to open replies.
Solo is $29/month for one connected account, Operator is $59 for up to three, and Agency is $119 for up to ten. Start with the capacity you will use. Review credit and billing details and the Linked Helper comparison before choosing a wider rollout.
Switching tools does not remove platform risk. The LinkedIn User Agreement prohibits unauthorized automation. Review the account-risk guide with anyone whose account you plan to connect.
Start with a sample you can reconcile
Connect one account, inspect the imported group, and resolve discrepancies before outreach. If the sample does not reconcile, keep it out of active sequences and contact support with a redacted example.
Choose your next workflow
LinkedIn lead generation for agency business development
Build a reviewed LinkedIn prospect shortlist for your agency. Save fit evidence, inspect person and company history, and decide who belongs before outreach.
Import LinkedIn leads from CSV and check prior contact
Import a CSV lead sample into LinkedBoost, reconcile identities and prior contact, and verify exclusions before rebuilding outreach for your agency.