Accounts represent companies or organizations, usually grouped by domain (for example, all contacts with @company.com). Instead of adding accounts one by one, you can import them in bulk using a CSV file.
Upload a CSV file
To import accounts:
Go to People → Accounts.
Click New account → Import from CSV.
Upload your CSV file or drag and drop it into the window. You can download a sample file using the CSV example link and fill it with your data.
Map fields.
Choose how to handle matched records. Matches can be identified by account name or domain name.
Overwrite existing fields – replace existing data with new values
Update missing fields – fill in empty fields only
Skip – ignore existing accounts
Duplicate – create new accounts without changing existing ones
Check the summary and click Done to finish the import.
Once completed, your accounts will appear on the Accounts page.
If there are any import errors, you can download a file with details to fix them.
💡 Account name is a required field. You can upload up to 10,000 rows per file.
Supported fields
Your CSV file can include the following fields:
Field | Description |
Domain name | The main domain used by company members in their email addresses (for example, @reply.io). |
Account name | The name of the company. |
Domain secondary | An additional domain used by company members in their email addresses. |
Description | Any notes or important information related to the account. |
The company's email address. | |
Phone number | The company's phone number. |
Industry | The industry the company operates in. |
Company size | Possible values: Empty, Self-Employed, 2-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5001-10000, 10001+ |
LinkedIn profile | The company's LinkedIn profile. |
Twitter profile | The company's Twitter profile. |
Country | The country the account belongs to. |
State | The state the account belongs to. |
City | The city the account belongs to. |