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Overview

Bring account and contact information into Unify from a spreadsheet, a conversation, or another application. Choose an approach based on where your data lives and whether you need a one-time import or an ongoing integration.

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Import your data

Upload a CSV to add companies or people to a new or existing list.Unify matches companies by domain and people by email. When a matching record already exists, the upload can update it with the values you map from your file. Review those values before starting the upload.

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Prepare your file

Use a CSV with a header row and a file size of up to 20 MB. Prepare the following columns for the type of list you want to create:If your workspace has required custom fields for companies or people, include values for those fields too. The mapping step identifies required destinations.

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Upload the file

1

Choose the destination

In the Leads menu, open Lists, click New list, and choose Upload CSV. Choose whether your file contains companies or people.To add records to an existing list, open it and choose Upload CSV from Add records.
2

Add the file

Upload your CSV. For a new list, enter the list name. Click Next to review the field mappings.
3

Map the columns

Review the suggested mappings between CSV columns and Unify fields. Adjust any incorrect matches and add mappings for the other values you want to import.People uploads have separate mappings for person and company fields. Map company columns when you want the file to supply those company details.
4

Review the upload

Check the preview and estimated number of records to add. Resolve warnings about missing or invalid values before continuing.For people, choose whether to enrich missing emails or phone numbers. The review screen shows the credit cost and which rows can be enriched. Successful enrichment uses credits.Click Start upload when the mappings, preview, and enrichment choices are correct.
5

Review the results

Unify processes the upload in the background. Open the destination list to see its records, then open Activity and select the CSV upload to review the completed operation.

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Resolve skipped records

The preview identifies duplicate rows and records that cannot be added. Company rows need a valid domain. People need a valid email address, either supplied in the file or found through enrichment. Providing information for enrichment does not guarantee a match.Required custom fields also affect whether a record can be added. Review the warnings in the preview, correct the file or mappings, and upload the corrected rows. A file can contain both valid and invalid rows, so compare the result with the number you expected before beginning outreach.