Who can use this feature?
CSV uploads can only be used for account lists, not lead lists. This feature is only available with Sales Navigator Advanced and Advanced Plus.
You can upload account information, including your book of business, into Sales Navigator to focus on your most important accounts. Uploading your accounts can help you use Sales Navigator more effectively by receiving relevant insights like real-time alerts and intent signals.
To upload an account list from a CSV file:
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Sign in to Sales Navigator.
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Click Accounts in the top menu.
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Locate the dropdown menu next to Account list in the top left. Select the desired account list.
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Click the Upload accounts button in the upper-right corner.
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Review the requirements for uploading a CSV file with account information and click Continue.
Here's a tip
We recommend downloading our template CSV file, as it includes all mandatory headers and helps ensure a successful upload. Update the template with information on your accounts. -
Click to browse for the desired CSV file and select it. You can also drag and drop the file.
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Map the column headers in your CSV file to the LinkedIn account fields.
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Click Finish.
After you upload your CSV file
After uploading your CSV file, you can view the progress of the upload:
- Matched accounts will appear in your account list. These are accounts that have a Match Confidence Score of 1-5.
- To check accounts that weren’t matched (those with scores of 0), review the match report.
Here's a tip
You can also upload your book of business from the Sales Navigator homepage in the Book of Business section on the right.
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