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Evergrowth Documentation

Update existing accounts from a CSV

Use Update with CSV when you already have accounts in the workspace and want to change their details in bulk - new owners, refreshed domains, added tags, or extra custom data. It edits accounts that already exist by matching on each account’s own ID; it never creates new accounts. If you want to bring in accounts that are not in the workspace yet, use Import accounts from a CSV instead.

Adding new accounts and updating existing ones use the same Add New menu but two different choices, because they match rows differently. Update with CSV matches each row to a specific account by its ID, so it can only touch accounts that are already here.

This view is hidden in a read-only session. You need an editing seat to import or update accounts.

Before you start

Section titled “Before you start”
  • Export the accounts first. The Update with CSV file must include an EG-ACC-ID column, and that ID is generated by the workspace. The reliable way to get it is to export the accounts you want to change (see Export records) - the export includes the EG-ACC-ID for every row. Edit the values you want to change in that exported file, keep the EG-ACC-ID column intact, and upload it back. Rows with a blank or unrecognized EG-ACC-ID are skipped.
  • Save the file as a .csv.

Steps

Section titled “Steps”
  1. Go to the Accounts page.
  2. Open the Add New menu (top right) and choose Update with CSV. The Update Accounts with import window opens.
  3. Drag your file onto the Import CSV drop zone, or click Upload to pick it. The required column is EG-ACC-ID. Optional columns you can include are Account Name, Domain, Company Linkedin URL, Account Owner Email, Parent Domain, Parent Account Name, Child Domain, and Child Account Name. Any additional columns are saved as custom data on the matched account.
  4. Optionally add Tags. You can pick existing tags or type a new one to create it. Tags are added to the matched accounts on top of whatever tags they already have.
  5. Pick a Workflow to run on the updated accounts after the upload. The dropdown is searchable, and it defaults to your account-upload default. The Default workflows settings link opens your workflow defaults if you want to change which one is preselected. For what these do, see Workflows.
  6. Leave Add to Do Not Touch (DNT) off unless you want to flag these accounts as ones you do not want to work with right now, so you can filter them out of your actions. See Do Not Touch.
  7. Decide whether to turn on Override existing account owners. When this is on, the owner of each matched account is changed to the owner named in your file’s Account Owner Email column - or, if a row has no owner listed, to you (the person uploading). When it is off, existing owners are left as they are. This switch only takes effect on accounts your file matches.
  8. Click Import to start, or Close to cancel.

For a single account, you would edit it on its detail page instead. For changing a field across many accounts at once without a file, see Bulk edit records.

How it does its matching

Section titled “How it does its matching”

Update with CSV finds the account to change by the EG-ACC-ID in each row. It does not look at the Account Name or Domain to decide which account a row belongs to - those columns, when present, are treated as new values to write onto the already-matched account. This is the key difference from Import accounts from a CSV, where there is no ID yet and the workspace matches against existing accounts by name and domain, then asks whether to skip, update, or create a duplicate.

Because of this, Update with CSV has no “If an account already exists” choice - every row is expected to point at one existing account by its ID. A row whose EG-ACC-ID is empty or does not match any account in your workspace is skipped.

What happens next

Section titled “What happens next”

When you click Import, the window closes and you see “Import started. Processing accounts…” Processing runs in the background, so larger files take a little while. While it runs, a banner reading “Currently importing:” with your file name shows on the Accounts page, with an Open import reports link to follow each import’s progress.

Once a row’s account is updated, the workflow you selected runs against it, and any resulting work shows up in the task feed - see Monitor the task feed. Open an updated account’s detail page to confirm the new owner, domain, tags, or custom data landed. If some rows did not update, the most common cause is a missing or wrong EG-ACC-ID; re-export, fix those rows, and upload again. See CSV import issues.

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