Import Account Lists
If you would like to have a list of Accounts imported into your Sales and Success Center, please download the CSV templates below and add your data to the template:
Download List of Business Categories
Once you have created your CSV file, please upload your file here:
Sales and Success Center - Import Accounts
NOTES: When filling out the CSV template, you'll want to pay special attention to the following:
Data Requirements:
- You may add up to 15 columns for a tag, group, or service (e.g. Tag15)
- Add your Sales and Success Center email ID to the 'SalesPersonEmail' column
- Required Fields: CompanyName and Zip
- Maximum File Size: 4MB
- Required Fields: CompanyName and Zip
CompanyName
- Make sure the business names are represented properly
- Confirm the business names have the correct capitalization and spelling.
- Do not include any additional information about the business, such as its specialty or store code.
UserEmail
- The user emails must be formatted correctly (no spaces or apostrophes).
- Avoid using emails that are likely accessed by multiple people! This affects open rates and will likely increase the number of unsubscribes.
- Some examples include info@domain.com, sales@domain.com, and support@domain.com.
Other Notes
- Leave any unknown fields empty (save for CompanyName and Zip). Our system will attempt to fill in any empty fields by searching online