Accounts are groups of contacts who are registered under the same domain or who are members of the same company or organization.
By importing a CSV file with account information into Reply, you can upload several new accounts at once or make changes to existing ones. This method eliminates the need to manually enter information for each individual account.
To make an import from CSV, follow these steps:
Open People → Accounts page.
Click on the New account button → select the Import from CSV option.
The import dialogue will be shown. Complete all the steps of the import as explained below.
The full flow of CSV import is shown in the video:
A detailed description of each step of the CSV import:
Step 1. Choose file
Click on the Choose file button to upload the prepared CSV file, or use the drag and drop option. To create a valid CSV file, click on the CSV example link in the lower-left corner. Fill out the file with information about accounts:
The main domain is used by company members as part of their email addresses. For example, @reply.io.
The name of a company.
The additional domain is used by company members as part of their email addresses.
Any notes or important information that relates to the account.
The company's email address.
The company's phone number.
The industry in which the company is based.
Possible values of company size: Empty, Self-Employed, 2-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000.
The company's LinkedIn profile.
The company's Twitter profile.
The country the account belongs to.
The state the account belongs to.
The city the account belongs to.
The time zone the account belongs to.
Important! You can import a file in CSV format only with a maximum of 10k rows (this means you can add up to 10k accounts in one file).
Step 2. Map all the attributes
Make sure that the fields in your CSV file correspond to all of the Reply fields. For example, to ensure that the Account name will be recognized correctly, click on the Reply fields in front of it and select the corresponding field from the drop-down list. Once you map all the fields, click Continue.
Please note. The account name is mandatory for mapping.
Step 3. Options
The next step allows you to:
View the information on bulk upload (the name of the CSV file + the number of accounts that are intended to be imported).
Configure additional options to set rules for saving information in case fields you are going to import match the existing fields in the Reply (when you want to update accounts).
To configure additional options, click on the Overwrite existing fields button and choose a suitable option for your import:
Overwrite existing fields. When choosing this option, all the data that you are going to import will replace the existing fields with the new information.
Update missing fields. This option will update only the missing fields in the existing accounts.
Skip. This option will skip existing accounts and will not update them with the new data you are importing from a CSV file.
Duplicate. This option will not overwrite the existing fields in the account, but create a duplicate of the account with the new data you are importing. Original accounts that were created previously will be unchanged.
Step 4. Review & Import
This step will show you the full information about CSV import: the number of accounts imported, updated, skipped, and import errors (failed rows to import). For each specific case, there will be separate files available to download so you can figure out the problems with the import. To finalize the import, click on the Done button.
That's it! New data will be added to the Accounts page.