CSV import field reference (accounts and contacts)

This page lists every column the workspace recognizes when you import accounts or contacts from a CSV file, plus the import options you set on the upload screen. Use it to format your file before uploading so the columns map cleanly and nothing is skipped. Both imports run from the Create Accounts with import and Create Contacts with import screens; anyone who can add records can use them.

Column names are matched to the headers shown below. Any header the workspace does not recognize is kept and saved as custom data on the record, so you never lose a column by including it.

Account import columns

The account import needs one column and accepts several more.

Required column

Column	What it means	Notes
Account Name	The company name for the account.	The only column you must include.

Optional columns

Column	What it means	Notes
Domain	The company website domain for the account.	Optional. If you leave it out, you can run the Domain Finder agent later to find it.
Account Owner Email	The email address of the person who should own the account.	Used to assign ownership. See the owner-override option below for how matches are handled.
Parent Domain	The website domain of the parent company this account rolls up to.	Used to link the account to a parent in a parent/child hierarchy.
Parent Account Name	The name of the parent company this account rolls up to.	Used to link the account to a parent in a parent/child hierarchy.
Child Domain	The website domain of a subsidiary that rolls up under this account.	Used to link a child account beneath this one.
Child Account Name	The name of a subsidiary that rolls up under this account.	Used to link a child account beneath this one.

Any column not listed here is saved as custom data on the account.

Contact import columns

The contact import has two ways to satisfy its required columns. You provide either a Contact LinkedIn URL or the full group of manual columns.

Required columns (choose one path)

Path	Columns	What it means
LinkedIn	Contact LinkedIn URL	A single column. The account and contact details are filled in automatically from the LinkedIn profile, so you do not need to supply the columns in the manual path.
Manual	Account Name, Domain, First name, Last name (all four)	If you do not provide a LinkedIn URL, you must include all four of these columns so the workspace can create the contact and match it to an account.

Optional columns

Column	What it means	Notes
Email	The contact’s email address.	Saved on the contact.
Phone	The contact’s phone number.	Saved on the contact.
Contact Owner Email	The email address of the person who should own the contact.	Used to assign ownership. See the owner-override option below for how matches are handled.
Phone Verification Result	The verification outcome already recorded for the phone number.	Lets you carry over phone-verification data you collected elsewhere.
Phone Verification Provider	The provider that verified the phone number.	Lets you carry over phone-verification data you collected elsewhere.
Phone Type	The kind of phone line, for example mobile or direct.	Lets you carry over phone-verification data you collected elsewhere.
Phone Intent Score	The intent score recorded for the phone number.	Lets you carry over phone-verification data you collected elsewhere.

Any column not listed here is saved as custom data on the contact.

Import options

Both upload screens share the same set of options below the file picker.

Option	What it does	Choices
Tags	Applies one or more tags to every record in the file. You can pick existing tags or type new ones.	Any tags you choose, or none.
Workflow	Runs a workflow on the imported records after the upload. Defaults to your saved default upload workflow.	Any workflow in your workspace, or leave the default. The Default workflows settings link opens where those defaults are set.
Add to Do Not Touch (DNT)	Marks every imported record as Do Not Touch so you can filter it out of your actions later.	On or off (off by default).
Override existing account owners / Override existing contact owners	When a record in the file matches an existing one, updates the owner to the owner listed in the file, or to you if no owner is given in the file.	On or off (off by default).

Duplicate handling

When a record in your file matches one that already exists, the import follows the choice you make under If an account already exists (accounts) or If an contact already exists (contacts).

Account import

Choice	What happens
Skip it (Do not update existing account information)	Leaves the existing account untouched. This is the default.
Update existing account information using data from your CSV.	Updates the matching account with the values from your file.
Create a new duplicate account	Adds a second account record rather than matching to the existing one.

Contact import

Choice	What happens
Skip it (Do not update existing contact information)	Leaves the existing contact untouched. This is the default.
Update existing contact information	Updates the matching contact with the values from your file.
Create a new duplicate contact	Adds a second contact record rather than matching to the existing one.

Related

• Import accounts from a CSV
• Import contacts from a CSV
• Update accounts from a CSV
• Fix CSV import issues
• Find an account’s domain