Overview
If you have a list of accounts that you want to use in Apollo, import them as a CSV. You can then find contacts who work at companies from your CSV, enabling you to manage and engage with your accounts directly in Apollo.
Looking to import contacts instead? Check out Import a CSV of Contacts.
Check out the following sections to upload an account CSV.
Import a CSV of Accounts
Format Your CSV
Before you import accounts, format your CSV to include at least 1 of the following columns:
Account NameAccount Website (Domain)
If possible, include both columns in your CSV. The more data you can provide, the better! More data makes it easier for Apollo to recognize the account and enrich the record with any missing information. Apollo can only provide full account information if we're able to match the record.
Download a sample CSV file that includes both of the columns.
Use the following formatting when you create your CSV:
- If your CSV includes a column with multi-select options, each value in a cell should be separated by a semicolon (
;). - If your CSV includes values that should be mapped to a checkbox in Apollo, enter
Truefor checked andFalsefor unchecked. - If you include an account website, enter the domain only, without
www.or any prefixes.
Avoid uploading CSV files with more than 10,000 rows. Instead, split large CSVs into separate, smaller files.
With your CSV formatted, you're ready to upload your csv.
Upload Your CSV
To upload a CSV of accounts:
- Launch Apollo and click Companies.
- Click Import > CSV.
- Click Select CSV File under Import accounts. Choose a CSV file to upload.
- Next, map your CSV column headers to a corresponding Apollo field. Each column must be mapped. When possible, Apollo automatically detect and maps fields for you.
Wondering which fields you can use to map? Check out the list of default Apollo fields. You can also create a custom account field if you don't have an available field for mapping. You need to restart the upload after creating additional fields.
- Configure settings for the imported accounts:
| Stage | Select the account stage that best represents the engagement status for all of the accounts in the CSV. The correct account stage enables you to efficiently message accounts once they're in a sequence. Select Use stage from CSV to set the stage for each account directly from your CSV file. |
|---|---|
| If accounts already exist | Apollo attempts to match your imported accounts with existing accounts. When there's a match, you can select whether to update the existing account or skip updating the account. |
| If owner is missing | If the owner value is missing in your CSV, select a user that should own the imported accounts in Apollo. |
| If existing accounts already have an owner | Select what happens if accounts in your CSV already have an owner in Apollo. If you select Update Ownership, Apollo will assign the user that you selected in If owner is missing. |
| Add to a list | Enter the name of a new list or select an existing list. |
| Intelligent enrichment |
|
- When finished, click Import.
You have now imported a CSV of accounts.
To check the status of your upload, click Settings > Imports and exports > Account Import.
Most uploads finish in a few minutes, but large CSVs can take a few hours.
Find Contacts from Imported Accounts
Once you upload a file of accounts, use Apollo to find contacts who work at the associated companies.
To find contacts from imported accounts:
- Launch Apollo and click Companies.
- Click Filters > More Filters.
- Click Account CSV Import, then select the file name of your CSV.
- Click Apply Filters.
- Check the companies where you want to find prospects. Then, click Find People.
- Apollo shows contacts associated with the selected companies. Apply more search filters to narrow your search.
Now you're ready to engage with your new prospects. You can add them to a list, add them to a sequence, or call them with the dialer.
Check out Apollo Academy's free course How to Find Leads and Book Meetings to learn how to build targeted lists and add them to sequences.
FAQs
| Frequently asked questions | ||
|---|---|---|
| Which fields can I import? | How do I find the accounts I imported? | How long does an import take? |
| I made a mistake on my import. How do I delete the import and start over? | When I import a list of accounts, does it match with the accounts I already have in Apollo? | How do I enrich data from a CSV? |
Which fields can I import?
To ensure Apollo recognizes your accounts, your CSV must include fields for either company name or company website.
By default, you can map imported fields to the following Apollo fields:
- Account name
- Account website
- Contact email
- Account stage
- Owner
- Account location
Additionally, you can import any other field as long as there's an existing custom account field to match to it in Apollo.
I made a mistake on my import. How do I delete the import and start over?
If you made a mistake when importing, like by mapping data incorrectly, you can either edit the account information, and for example update a company name or account owner, or you can fully delete the imported accounts and start over with a fresh import.
To delete and start over:
- Launch Apollo and click Companies.
- Use the account CSV import filter to select your import.
- Check each account you want to remove, then click ... > Delete.
With your records removed, you can retry the CSV import.
How long does an import take?
Most imports finish in a few minutes, but larger CSV files can take a few hours to process.
To check the status of your import after you've initiated it, navigate to Settings > Imports and exports > Account Import.
Apollo recommends that you avoid uploading CSV files with more than 10,000 rows. If you have a larger file, it's best to split the CSV into separate, smaller files for more efficient processing.
How do I find the accounts I imported?
To find the accounts you imported:
- Launch Apollo and click Companies.
- Use the account CSV import filter to select your import.
- Apollo displays the accounts you imported.
- Check one or more accounts to take an action:
When I import a list of accounts, does it match with the accounts I already have in Apollo?
When you import accounts, your import settings determine whether Apollo should update existing accounts if they already exist with information from your CSV. Alternatively, you can choose to skip updating existing accounts.
How do I enrich data from a CSV?
Enriching data from an account CSV is a separate process from importing accounts. To enrich an account CSV, use CSV enrichment.