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 in just a few simple steps:
- Log into Crossbeam and navigate to "Data Sources" in the Account Menu.
2. Click "CSV Upload" to connect.
3. Choose your file
Click the "Choose File" button to open a window where you can select the file to upload.
The file will need to be in CSV format.
4. 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.
You can always download our template csv as a starting point for uploading companies.
3. Choose a name for your population, or select an existing population.
When you upload a file into Crossbeam, you must choose a name for the population that will be automatically created from the upload. For example, you might choose a name of "All Accounts".
In that case, you would click "Create a new population named 'All Accounts'", where "All Accounts" is the population name you chose.
If you are uploading data that you would like to add to an existing population, type the name of the population where you would like the data added and then select the population name when it appears under the text "Add data to...". See all of the steps on how to add to a population from a CSV here.
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, we will automatically create a population for you with the name you provided in step 3. Go to your populations page to view your new population.