Would you rather watch a video about how to upload CSVs to Crossbeam? Watch our CSV video tutorial here.
You can upload a CSV to Crossbeam with these simple steps:
1. Log into Crossbeam and navigate to "Data Sources" in the Account Menu.
2. Click "Add" or click the CSV Upload tile.
3. Choose your file
Click "Choose File" to open a window where you can select the file to upload.
The file will need to be in CSV format and the size limit is 15MB. If your file is larger, use Google Sheets.
4. Name your file
You must choose a name for your CSV file, which you can reference when building your populations. The file name will be shared with partners when you share data. For example, you might choose a name of "Customers" or "Prospects".
To upload data to an existing CSV file, follow these steps here.
5. Select your data type
Will you be uploading a list of companies or people? This will determine what fields you need to map in the next step.
5. Map the appropriate column names
If you selected "Companies" as your data type, your CSV file must contain a column that contains values for company names and a column that contains values for company websites.
If you selected "People" as your data type, your CSV file must contain a column that contains email addresses. These columns are required to upload your CSV.
If you would like your Account Executive information to display in Crossbeam and Slack Search, provide Account Executive Data columns in your CSV file and toggle the optional Map Account Executive Columns button
You can always download our template csv as a starting point for uploading companies. Note: You can add columns to this template.
*If you want Account Executive Data to be mapped in Crossbeam, you will need to add a column for Account Executive Email (Account Executive Name and Account Executive Phone are optional columns)
Click "Upload" to complete the upload.
If there are any errors with the upload, they will appear in red below the "Upload" button.
The file will take a couple of minutes to fully process.
After the data has processed, you'll be taken to the populations page, where you can build a new population.