You can import a CSV or Excel file of companies into Dealfront. One of the main use cases for this feature is when you have a list of key accounts, or ideal customers, you wish to then target through Promote, our tool for managing programmatic display campaigns. You can explore the other use cases for importing a list here.
If you have the Target solution you can import a company list through Datacare. If you have the Leadfeeder solution you import through the Lists tool. We’ll explain how in this article.
Prepare your CSV or Excel file
In order to import a file into the Lists tool you need to first prepare a usable one.
To begin, prepare a file containing the company information you wish to import. Your import file can be in .csv, .xls, or .xlsx format.
The only mandatory field required for a successful import is Company Name. However, to achieve the best possible match rate for your companies, it is highly recommended to include additional identifiers. You can map any of the following columns from your file to the corresponding fields in Dealfront:
Company Name
Website (URL)
Email
LinkedIn URL
Address (Street, City, Country, Postal/Zip Code)
Business ID (Register ID)
VAT ID
Phone Number
During the import process, you can also choose to map additional columns from your file to preserve them. Any columns in your file that you do not need can be left unmapped.
Please note:
Avoid leaving empty rows between entries in your file.
The minimum length of the company name is 2 characters.
Instead of adding domains, you can also submit email addresses.
Save the file in the UTF-8 encoding format.
Only the first 10,000 entries will be processed and the character case will be ignored during processing.
For website addresses, it's best to remove prefixes like "www".
Import your CSV file in the Lists tool
Open the Lists tool, choose the Companies tab and select + New List. It is not possible to import a list of contacts (this is considered personal data).
Give your List a name.
Click Import CSV and navigate to your file on your computer/cloud drive.
Please note: the file needs UTF-8 encoding, only the first 10.000 entries will be processed and character case will be ignored during processing.
Once your file has uploaded, click Add companies to list
Review your list. You can also add additional companies by searching for more in Target, or uploading another CSV file.
Your final List can be seen within the Companies section.
If you're going on to use this imported list in Promote, you would select it when prompted to define your audience during the campaign setup in Step 1, as advised here.
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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