LeadIQ Upload Feature Best Practices: How to Format CSV Files

CSV Upload

• You can upload Lead Lists

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.

• 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;
  • 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
• 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.

Things that you need to keep in mind when uploading a Lead List:

• The.CSV file being uploaded should have a size less than 500kb.
• The first three columns must be: First Name, Last Name, Company. If Email column is included, LeadIQ will verify that email for you, but not try to find any other work email.
• Lastly, just in case you need to download a formatted .CSV file, you can always click on Download Sample CSV from the Upload Leads pop-up.

Accounts

To Upload Account Lists, you will need to click on the Search Tab and then select Bulk Upload Accounts.

• Required Columns: Company Name 
• 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.

• Company Name;
  • 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
• 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.

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.