How to Import Your Networking Spreadsheet Into OfferPath

Most students start networking recruiting with a spreadsheet: a running list of names, firms, and where things stand with each person. That is a completely fine way to start, and you do not have to throw it away or re-type it. OfferPath can import it directly, so your existing pipeline shows up in the tracker with its follow-up cadence already running.

Step 1: export your spreadsheet, or just copy it

OfferPath reads Excel workbooks (.xlsx), CSV files, and rows pasted straight from your spreadsheet. A workbook is the easier choice when your tracker has one tab per firm, since every tab comes in at once:

• Google Sheets: File > Download > Microsoft Excel (.xlsx) for the whole workbook, or Comma Separated Values (.csv) for just the current tab.
• Excel: upload the .xlsx as it is. For a CSV, use File > Save As and pick "CSV UTF-8 (Comma delimited) (*.csv)".
• Numbers (Mac): File > Export To > Excel.
• Any spreadsheet app, no export needed: select your header row and contacts, copy, and choose "Paste rows from your spreadsheet" in the import panel.

Title rows, instructions above the header, firm names as section rows, and empty template rows are fine: OfferPath finds the header row on its own (you can pick a different one if it guesses wrong) and skips rows with no name or email. Contact exports from LinkedIn, Google Contacts, and Outlook import the same way. Older .xls files and password-protected workbooks need to be re-saved as .xlsx or CSV first.

Step 2: upload it in the tracker

In the tracker, click "Import CSV or Excel" and drop your file in (or choose it, or paste your rows). If it is a workbook with several tabs, tick the ones to import. Nothing saves yet at this point: parsing happens entirely in your browser, so the raw file never touches OfferPath's servers until you confirm the import.

Step 3: confirm the column mapping

OfferPath reads your header row and guesses which column is which, including house labels like "Contact Name," "Group / Coverage," or "Your Email Status." You will see every column with a sample value and a dropdown so you can correct or fill in any guess. Columns OfferPath understands:

• Name (or separate First Name / Last Name columns)
• Firm (also matches Company or Bank). No firm column? OfferPath uses a known bank email domain like gs.com, then the firm named in the tab or title row, and you can type one firm for anyone left over
• Role (also matches Title or Position)
• Group (the coverage group or desk, e.g. TMT or Healthcare) and Office Location
• Email and LinkedIn (a linked "Open Profile" cell in an .xlsx brings its URL along)
• Shared Connection
• Status (phrases like "Emailed, Awaiting Response" or "Dead, No Response" map to OfferPath's stages; for any status of your own, you pick the stage it means before importing, and the original wording is kept in notes)
• Priority (High / Medium / Low, letter grades like A or B+, or tiers 1 to 3; anything else is kept in notes)
• Source (LinkedIn, alumni database, referral, info session, event, cold; your exact wording is kept in notes)
• Dates contacted and next follow-up (US or European order, written out, or typed without a year), touchpoints, and Notes

Any column that does not match one of these, like a spreadsheet formula column or a personal rating system, is left as "Ignore." Pick "Add to Notes" instead to keep it as a labeled line in each contact's notes.

Step 4: review the preview before anything saves

Before a single row is saved, OfferPath shows a preview of every parsed contact. Rows missing a name are flagged and cannot be imported (name is the one required field). You can uncheck any row you don't want, for anyone already in your spreadsheet you don't actually want to add. And if something still looks wrong after the import, "Undo Import" removes everything that import added in one click.

How duplicates are handled

If a row matches a contact already in your tracker, by email or by name and firm together ("Goldman" matches "Goldman Sachs"), it is flagged as a duplicate and left unchecked by default. This also catches duplicate rows within the spreadsheet itself, so a contact listed twice in your own file only imports once, and importing the same file twice never doubles your list.

The free 150-contact limit

OfferPath is free up to 150 contacts. If your spreadsheet would push you past that, the import fills the remaining room and reports exactly how many rows did not fit, instead of failing the whole import. Pro removes the limit entirely, so a large existing pipeline imports in one pass.