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Evergrowth Documentation

Import accounts from a CSV

Import accounts from a CSV when you want to bring a list of companies into the workspace in one pass instead of adding them one at a time. You map a few columns, choose how to handle accounts that already exist, and optionally start a workflow on every account that lands. This page covers a fresh import (creating new accounts). To change accounts that are already in the workspace, see Update accounts from a CSV.

Before you start

Section titled “Before you start”
  • You need edit access to Accounts. In a read-only session the Add New menu does not appear.
  • Have your CSV ready with a header row. The only required column is Account Name.
  • A domain is helpful but not required - if you leave it out, you can run the Domain Finder afterward to fill it in.

Steps

Section titled “Steps”
  1. Open Accounts from the left navigation.
  2. Click Add New in the top right, then choose Create with CSV. The Create Accounts with import dialog opens.
  3. Drop your file onto Drag your CSV file here, or click Upload to pick it. The dialog lists the columns it reads:
    • Required column: Account Name.
    • Optional columns: Domain, Account Owner Email, Parent Domain, Parent Account Name, Child Domain, Child Account Name.
    • Any column you include that is not one of the recognized columns above is saved as custom data on each account. Column headers become the custom field names.
  4. Under Tags, pick existing tags or type a new one to create it. Every account in this import gets the tags you choose here.
  5. Under Workflow, select the workflow to run on the imported accounts. A default is pre-filled from your account-upload setting; you can change it for this import or pick none. Default workflows settings opens the settings page where that default is managed. The chosen workflow starts automatically once the accounts are created.
  6. Under If an account already exists, choose how to handle matches against accounts already in the workspace:
    • Skip it (Do not update existing account information) - the existing account is left untouched.
    • Update existing account information using data from your CSV. - the matching account is updated with the values from your file.
    • Create a new duplicate account - a separate account is created even if a match exists.
  7. Turn on Add to Do Not Touch (DNT) to mark every imported account as one you do not want to work with right now. Accounts marked this way are excluded from the workflow run and can be filtered out of your actions. See Do Not Touch.
  8. Turn on Override existing account owners if you want the owner on matching accounts replaced. With it on, the owner is set to the email in the Account Owner Email column, or to you (the person uploading) when no owner is listed. With it off, existing owners are kept.
  9. Click Import. To leave without importing, click Close.

A row with an empty Account Name is skipped. If two rows share the same name and domain, only the first is kept (unless you chose to create duplicates). Pair Parent Domain with Parent Account Name (or Child Domain with Child Account Name) to link accounts into a parent-child relationship as they import; a referenced parent or child that does not exist yet is created.

What happens next

Section titled “What happens next”

After you click Import the dialog closes and you see a confirmation that the import has started and is processing. Importing runs in the background, so you can keep working. A banner on the Accounts page shows Currently importing: with the file name while it runs, and Open import reports takes you to the import’s progress and per-row outcome.

Imported accounts appear on the Accounts list. If you selected a workflow, its agents start running on each new account (Do Not Touch accounts are left out), and those agent runs show up in the Agent tasks feed. See Monitor the task feed to watch them.

An import moves through these states in import reports: In queue, In progress, Enriching, Completed, Partial (some rows succeeded, some did not), Cancelled (stopped before it finished), or Error. Open the report to see the per-row breakdown: Created, Updated, Duplicated, Skipped, and Failed. Large files take longer; check back rather than waiting on the page.

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