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.

After you upload a file, a Map columns step shows each of the columns below with a dropdown, auto-matched to your file’s headers where the names line up closely enough; correct any wrong match, or pick a column where none was matched. A Custom fields picker on the same step is where you choose which of your file’s other columns to keep as custom data on the record - column headers become the custom field names. A column that is neither mapped to a field below nor chosen under Custom fields is left out of the import entirely, so review that step rather than assuming every column in your file will land somewhere.

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 Website Finder agent later to find it.
Company Linkedin URL	The account’s LinkedIn company page.	Saved on the account.
Account Owner Email	The email address of the person who should own the account.	Applied to accounts this file creates. An address that matches nobody in your workspace leaves the account unowned. Existing accounts never change owner through an import.
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 other column in your file can be picked under Custom fields on the Map columns step to keep it as custom data on the account; a column you leave unmapped and unpicked is not imported.

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, First name, Last name (all three)	If you do not provide a LinkedIn URL, you must include all three of these columns so the workspace can create the contact and match it to an account. Domain is not required here, though including it helps the match.

Optional columns

Column	What it means	Notes
Domain	The website domain of the company the contact works at.	Not required to identify the contact, but it is the strongest hint for matching the row to the right account, so include it when your file has it.
Account Owner Email	The email address of the person who should own the account the contact is matched or linked to.	Applied only when that account is created by this import; an existing account keeps its owner.
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.	Applied to contacts this file creates. An address that matches nobody in your workspace leaves the contact unowned.
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 other column in your file can be picked under Custom fields on the Map columns step to keep it as custom data on the contact; a column you leave unmapped and unpicked is not imported.

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).
Owner for created accounts / Owner for created contacts	Who owns the records this file creates. Use workspace ownership rules leaves them unowned so the rules assign an owner after qualification; Assign to me makes you the owner of every created record; Assign to specific users or teams rotates the created records round-robin across your selection.	One of the three choices (ownership rules by default).
Allow ownership rules to reassign later	Shown once you have chosen an owner yourself. Turn it off to create the records with an ownership lock, so the rules never reassign them.	On or off (on 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