LeadIQ Upload Feature Best Practices: How to Format CSV Files

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CSV Uploader

  • You can upload 2 types of CSVs; Accounts or Leads

Accounts

  • Required Columns: Company Name & Title
    • Column headers MUST be EXACTLY as shown in screen shot. Any deviation in formatting, spelling, text, etc. will throw an error when trying to upload.

Screen Shot 2019-02-13 at 9.46.34 AM.png

  • Company Name;
    • Can upload actual company name
    • Can upload company domain as well
    • Company domain will likely produce better results, because it is more specific. We use a fuzzy match to identify accounts, meaning two companies with very similar names (think Apple vs Apples) could confuse our system and send back mixed results. Domain is specific to one unique company.
      • Domain format (extra characters will throw off the match results);
        • Only include the actual domain (example: apple.com)
        • Remove https://
        • Remove www.
        • Remove anything after the .com
      • Best practice is to reformat the domains within a spreadsheet tool (excel, google sheets, etc)
        • Scripts and formulas can be used to remove and delete non relevant information
  • Title;
    • Only one title can be present per spreadsheet cell
    • If looking for multiple titles, row must be duplicated for each unique title, or multiple CSVs uploaded with each CSV dedicated to a unique title
    • The more complex and the longer the title (more words, acronyms, etc) the less results returned. Keep titles specific but brief (Enter “director sales” instead of “sr. director of global sales working with reps”)
  • Intentional limiting of results: Choose how many leads you are willing to accept per company using the slider on the upload screen.

Screen Shot 2019-02-13 at 9.05.24 AM.png

Leads

  • Required Columns: First Name, Last Name, Company (Recommended to delete all other columns. If you wish to verify or un-verify emails that you already have, you can leave an email column present with column header “Email”. All other columns are irrelevant)
    • Column headers MUST be EXACTLY as shown in screen shot. Any deviation in formatting, spelling, text, etc will throw an error when trying to upload.

Screen Shot 2019-02-13 at 9.46.46 AM.png

  • First Name: Your prospects first name, and first name only
    • Remove middle initials or other characters
  • Last Name: Your prospects last name, and last name only
    • Remove middle initials or other characters
  • Company;
    • Can upload actual company name
    • Can upload company domain as well
    • Company domain will likely produce better results, because it is more specific. We use a fuzzy match to identify accounts, meaning two companies with very similar names (think Apple vs Apples) could confuse our system and send back mixed results. Domain is specific to one unique company.
      • Domain format (extra characters will throw off the match results);
        • Only include the actual domain (example: apple.com)
        • Remove https://
        • Remove www.
        • Remove anything after the .com
      • Best practice is to reformat the domains within a spreadsheet tool (excel, google sheets, etc)
        • Scripts and formulas can be used to remove and delete non relevant information

 

If you have any trouble, please contact our Support team by clicking "Submit a request" at the top right of this page for further assistance.

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