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How To GuidesCustomer records
CUSTOMER RECORDS / 5 MIN READ

Import companies from a CSV

Preview a company file and add only new records to the selected workspace.

Follow the steps

01

Prepare a small company file

Use UTF-8 CSV with a Company name header and up to 250 companies or 256 KB. Optional columns include domain, website, phone, address, industry, and lead source. Remove any records you are not authorized to add.

02

Open the importer

In Companies, choose Import CSV. Confirm the active workspace before choosing the file.

03

Review the preview

Check the counts for new, existing, and repeated companies and inspect the sample rows. Match details such as domains and locations before committing.

04

Import and spot-check

Confirm the import, refresh Companies, and inspect a few new records. Existing matches are skipped; the importer does not update saved companies or create contacts, consent, or outreach.

BEFORE YOU MOVE ON

Check the result

The new-company count matches the Companies records in the intended workspace.

Worth knowing

Keep the source CSV until you reconcile the counts. Resolve possible duplicate companies manually before another import.