Export to CRM, CSV, or Excel
Contacts list: bottom bar or top-right corner three dots button (when rows are selected).
Companies list: bottom bar or top-right corner three dots button (when rows are selected).
Exporting companies/contacts to CRM
Navigate to the companies/contacts list you want to export (or use All Companies/All Contacts).
Select companies/contacts: select all, filter by columns, or manually select.
Click Export to CRM.
Configure the export: Owner, Company fields, Association type.
Enable or disable Export associated contacts/company.
(optional) Check the Overwrite existing values option carefully — verify your field mapping first.
Important: When you export a company, the contacts associated with it will also be exported if Export associated contacts is enabled. And when you export a contact, the company associated with it will also be exported if Export associated company is enabled.
You can find export reports and downloadable files in the Activity section of Enginy.
Move/Remove Contacts or Companies Between Lists
To move contacts or companies from one list to another:
Go to Lists > [Source List].
Select the contacts you want to move (manually or via filters).
Click Change List in the bottom bar.
In the Change List dialog you can see which lists the selected contacts currently belong to (marked with a checkmark):
To remove contacts/companies from the original list: Uncheck the box next to that list.
To add contacts/companies in another lists: Leave as many boxes as you want them to be checked.
Create new list button: Lets you create a new list and add the selected contacts/companies to it.
Move Values from One Column to Another
Open the list containing the data.
Click on the name of the source column header.
Select Move Values from the dropdown menu.
Configure:
From Field — The source column (where the values currently are).
To Field — The destination column (where you want to move them).
Simplified Company Name
If your company list contains legal names with suffixes (Ltd, SA, SL, Inc., etc.) and you need clean trade names for LinkedIn searches and enrichment:
Open the company table.
Click the + button between columns.
Add the AI variable: select Simplified Company Name — it’s already available as a default AI Variable.
Run the AI variable on your companies.
Use Move Values to transfer data from the "Simplified Company Name" column to the "Company Name" column.
Tip: Create a custom field named Original Company name, enrich the Simplified Company Name AI variable, move firstly Company name data to Original Company name column, and then move Simplified Company Name data to the Company name column.
Simplified First Name
If your list includes compound first names with honorifics/titles/suffixes (Mr, Ms, Dr, etc.), single-letter tokens (e.g., “S.”), or punctuation/symbols/emojis, you may need a cleaned first name for LinkedIn or email messaging:
Open the company table.
Click the + button between columns.
Add the AI variable: select Simplified First Name — it’s already available as a default AI Variable.
Run the AI variable on your contacts.
(optional) Use Move Values to transfer data from the "Simplified Company Name" column to the "Company Name" column.
Tip: Use this AI Variable in your outreach messages instead of the {First Name} variable.
Check if a Contact or Company Exists in CRM
The columns Contact exists in CRM and Company exists in CRM indicate whether a record already exists in your integrated CRM. The matching criteria are configured in your integration settings: in the Sync configuration.
If a contact exists in the CRM (Is contact in CRM -> Yes), the following fields become available, meaning they will pull data as well:
Contact CRM Owner (contact owner in the CRM)
Contact CRM ID (unique identifier)
Last activity at CRM
Updated at CRM
If a company exists in the CRM (Is company in CRM -> Yes), the following fields become available, meaning they will pull data as well:
Company CRM Owner (company owner in the CRM)
Company CRM ID (unique identifier)
Company last activity at CRM
Company updated at CRM
Company life cycle stage
Note: To use these indicators, your CRM must be integrated. To sync additional fields beyond the defaults, add a new CRM field.
Check CSV Import Report
Use the CSV Import Report to verify what was imported, who performed the import, when it happened, and whether there were any issues.
Go to the Activity section in Enginy.
(optional) Use the filters at the top:
Actions — Select Import companies from CSV or Import contacts from CSV.
Created by — Choose a specific user or keep them all by default.
Status — Choose the status of the action: Completed, Failed, Processing, Queued, Cancelled.
Date — Select a date range (Today, Yesterday, This week, Last week, This month, Last month, This Year, or custom).
Review the filtered list of imports. Each entry shows:
Who performed the import.
How many records were imported.
When the import was performed.
Whether there were errors or warnings.
Click the row on any import to open the detailed CSV Import Report, which shows:
Whether the import completed successfully.
Which contacts or companies failed or generated warnings.
A description of the issue.
How Many Contacts Should I Select per Company
When enriching company lists with contacts, the ideal number depends on your use case:
General recommendation: 3 to 10 contacts per company, with 5 being a common target.
Role specificity: Common roles (e.g., sales representatives) will have a larger pool. Specialized or niche roles may have fewer available contacts.
Company size: Smaller companies may need fewer contacts. Larger organizations may justify more contacts across multiple departments or regions.
Align the number of contacts with your campaign goals and outreach strategy.
I Cannot Find an Industry on LinkedIn
Industries in the LinkedIn and Sales Navigator filters correspond to a closed list of options. Company pages on LinkedIn must select from this predefined set, so your desired industry might not appear exactly as expected.
How to resolve:
Use AI-assisted generation — In the Industry filter, click Generate with AI. Enter a description or keywords, and the AI will identify the closest matches. Remove any options that are not relevant.
Narrow results with keywords — If the industry matches are too generic, use the keyword search filter. Keywords are searched against the company name, headline, and description on LinkedIn.
Tip: You can use this prompt template with an AI assistant to generate boolean keyword searches: "Generate a boolean search for Sales Navigator in this format: "keyword 1" OR "keyword 2" OR "keyword 3". Topic is [introduce topic]. Include a maximum of 15 keywords, in English and [your language], singular and plural, and include relevant synonyms."
