How to set up custom export templates in Evaboot for your sales team

Sales teams spend a lot of time wrangling exported data into the right format. If you’re using Evaboot to clean up LinkedIn Sales Navigator exports, you probably know the default exports can be a mess—extra columns, weird names, and not much consistency. Custom export templates can fix all that, but only if you set them up right.

This guide is for sales ops folks, team leads, or anyone tired of cleaning up CSVs before importing them into a CRM. I’ll show you, step by step, how to build export templates in Evaboot that actually save you time. We’ll cover what works, what doesn’t, and a few things you can skip.

Why bother with custom export templates?

Let’s get real: default exports are never what your team actually wants. Here’s what custom templates solve:

  • No more manual cleanup: Skip the weekly ritual of deleting columns and renaming headers.
  • Consistent imports: CRM fields always match. Fewer errors, no headaches.
  • Faster onboarding: New reps don’t need a crash course in “which columns matter.”

But don’t get sucked into over-engineering. The sweet spot is just enough customization to cut down on busywork—nothing more.

Step 1: Know what your sales team actually needs

Before you touch Evaboot, talk to your team. What fields do they really use? What’s just noise? Don't guess—ask:

  • Which columns do they need for outreach?
  • What’s required for CRM imports?
  • Are there columns you always delete or ignore?

Pro tip: Pull up a couple recent exports and highlight what gets used. Aim for the “80/20”—the columns that matter most.

Step 2: Map your ideal export

On paper (or a shared doc), sketch out your ideal export template:

  • List only the columns you want. (E.g., First Name, Last Name, Company, Email, LinkedIn URL)
  • Decide the order—this makes a difference for imports.
  • Match column names to your CRM if you can. (Saves trouble later.)

Don’t aim for perfection. You can always tweak later.

Step 3: Log in and start a new export in Evaboot

Here’s the hands-on part:

  1. Log into Evaboot
    Head to your dashboard and start a new export—either upload a Sales Navigator list or use an existing one.

  2. Go to the Export section
    Once your list is cleaned, look for the “Export” button or tab.
    (Evaboot’s UI changes sometimes, but it’s usually top-right or in the left sidebar.)

  3. Find the Custom Template option
    You’ll see options for “Default Export” and “Custom Export.” Pick “Custom Export.”
    If you don’t see it, make sure your plan supports custom templates. (Some lower tiers might not. Frustrating, I know.)

Step 4: Build your custom template

This is where you actually set up the template:

  1. Select the columns you want
    Evaboot shows a list of possible columns (sometimes a lot). Uncheck everything you don’t need.
    Start with the essentials—don’t overthink it.

  2. Reorder columns
    Drag and drop to set the order. Match your CRM or whatever tool you’re importing to.
    Don’t get too precious here; you can update this later.

  3. Rename columns (if needed)
    Some columns have weird names (“First Name” vs. “Given Name,” “Company Website” vs. “Website”).
    Rename them to match your CRM or whatever your team is used to. This saves a ton of hassle.

What works:
- Keeping it simple. The fewer columns, the less room for error. - Naming columns exactly as your CRM expects.

What doesn’t:
- Trying to include every possible field “just in case.” You’ll end up back in spreadsheet hell.

Step 5: Save and test your template

Don’t trust it—test it.

  1. Save your template
    Most versions of Evaboot let you save templates for reuse. Name it clearly (“CRM Import – June 2024” or “SDR Outreach Fields”).

  2. Export a small sample
    Grab 10-20 rows and export with your new template. Don’t waste time exporting thousands until you know it’s right.

  3. Open in Excel or Google Sheets
    Check for:

  4. Missing columns
  5. Weird formatting

  6. Extra junk at the end

  7. Test an import
    Try importing your sample into your CRM or whatever tool you use. See what breaks.

Pro tip:
If something’s off (column names, data types, blank fields), fix it in the template and re-export. Iterate until it just works.

Step 6: Roll it out to your team

Once you’ve got a template that works:

  • Share it with your team.
    Walk them through where to find and use the template in Evaboot. Screenshots help.

  • Write simple instructions.
    One-pager, bullet points, maybe a short Loom video. Make it idiot-proof.

  • Set a reminder to revisit.
    Sales processes change. Check back in a month or two—are people still happy? Anything to tweak?

Honest takes: What to ignore, what to watch for

Ignore... - Obsessing over every possible field. More columns ≠ more value. - Customizing for edge cases. Solve for the majority of use cases.

Watch for... - Evaboot UI changes. They update layouts and features, sometimes without warning. - Export limits. Some plans throttle exports—don’t get caught mid-campaign. - CRM import quirks. Some CRMs are picky about CSV formatting (UTF-8, special characters, etc.). Test before rolling out.

Shortcuts that work: - Clone templates for different teams (SDRs vs. AEs). - Keep a “Minimum Fields” template for quick-and-dirty exports.

Keep it simple—and iterate

Custom export templates in Evaboot are supposed to save you time, not add complexity. Start with what your team needs most and get them using it. If you find yourself tweaking templates every week, you’re probably overcomplicating it.

The real win is when your sales team stops thinking about exports altogether. Set it up once, keep it simple, and adjust only when you have to. That’s how you get time back—and keep your data (and your sanity) clean.