Guidelines for creating account lists using CSV files

Last updated: 2 months ago

With CSV upload, you can create account lists by importing data from a CSV file. By importing multiple accounts at once, you can save time and improve targeting accuracy, especially when working with a large book of business.

Who can use this feature?

The CSV upload feature for account lists is only available to Sales Navigator Advanced and Advanced Plus users. CSV uploads can only be used for account lists, not lead lists. 

Considerations

The following table outlines key considerations when uploading a CSV file.

Consideration Details
Spelling and spacing Variations like LinkedIn, LinkedInn, or Linked In might return different results.
Use of company names Avoid using URLs, for example, www.garudax.id. Use official company names like LinkedIn.
Template usage Download and use the Sales Navigator CSV template to reduce formatting errors.
Regional Excel settings Some regions use semicolons instead of commas as separators, which can cause upload errors.
File size limit The CSV file must be under 20 MB.
Account limit The file must contain no more than 1,000 accounts.
Required fields At minimum, include an account name column. Additional fields can improve match quality.

Here's a tip

Providing complete and accurate information in the CSV file will improve match quality. 

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