In this article:
Overview
A CSV (comma-separated values) file is a text file that stores data in a table-structured format. Once you upload your CSV file into Crossbeam, you can use that data to create Populations, reports, and grow your ecosystem.
✍️ Note
Because CSV files are static, you'll need to upload a new file each time your data changes. You can remap columns at any time as your data evolves.
How to Add a CSV File
❗️Important
The file must be in CSV format with a size limit of 15 MB. For larger files, use Google Sheets as a Data Source.
Download a CSV File template here as a starting point.
You can edit the template to add columns.
Navigate to Data from the navigation menu and select Data Sources from the dropdown.
Add a new CSV file using one of two options:
Click the Add button at the end of the CSV Upload row, or
Click the CSV Upload tile under Add a Data Source
This opens a modal that walks you through the upload process.
Upload CSV
Click Browse to select a file from your computer, or drag and drop it into the modal.
Enter a CSV Name
Select a data type—Companies or People
Click Next to continue.
✍️ Note
This file name is shared with partners when you share data.
Field Mapping
This step aligns your CSV column headers with Crossbeam's data mapping.
If your data type is Companies, select the corresponding column from your CSV for each field:
Crossbeam Fields for Companies |
|
Company Name | Required |
Website | Required |
Account Owner Name | Recommended |
Account Owner Email | Recommended |
DUNS Number | Optional |
Industry | Optional |
Number of Employees | Optional |
Account Owner Phone | Optional |
Country | Optional |
Postal Code | Optional |
Region | Optional |
City | Optional |
Address | Optional |
Company Phone Number | Optional |
If your data type is People, select the corresponding column from your CSV for each field:
Crossbeam Fields for People |
|
Required | |
Account Owner Name | Recommended |
Account Owner Email | Recommended |
Lead Name | Optional |
Lead Phone | Optional |
Lead Title | Optional |
Company Name | Optional |
Company Website | Optional |
Country | Optional |
Postal Code | Optional |
Region | Optional |
City | Optional |
Address | Optional |
Account Owner Phone | Optional |
Click Upload to complete the upload.
Map Additional Columns on Existing CSVs
You can map additional fields to any existing CSV dataset at any time. This is useful when uploading updated data with new columns or when correcting a previous mapping.
Navigate to Data Sources from the left-hand navigation
Click the dropdown arrow next to the CSV dataset you want to update
Click the Settings gear icon for the file
Click Add Data
Select the appropriate column from your CSV for each field
Click Upload
Be sure to click Save when done.
Crossbeam reprocesses the dataset to apply the updated mappings. The dataset will show a processing status until complete.
Manage CSV Files
Once your CSV files are connected, manage them from Data Sources.
Click the dropdown arrow to the right of the data source name to display all uploaded files and their status.
Click the Settings gear icon to:
Check Connection
Add Data
Map New Columns
Adjust Sharing Presets
Remove Data Source
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