Overview
If you don't have a CRM or if you have a list of accounts that you want to use in Apollo that are not yet in your CRM, you can import that list as a CSV into Apollo.
When you import CSV lists of accounts into Apollo, there are a few columns that are required:
- Account Name
- Account Website (Domain)
With these columns, Apollo can enrich the rest of the information about the lead and their account.
If your CSV file includes values that should be mapped to a checkbox in Apollo, enter True for checked and False for unchecked.
If your CSV file includes a column that features a Multi-Picklist field, each value in the cell needs to be separated by a semicolon.
Upload a CSV of Accounts
Launch Apollo and click Search.
Click Companies.
Click the Import drop-down.
From the drop-down, click Bulk Import from CSV.
Click Select CSV File.
Select your CSV file from your computer and then click Open to upload it.
Use the drop-down menus for each of the fields to map your CSV column headers to the corresponding Apollo fields.
In the What stage would you like to set the contacts to? drop-down, select the contact stage that best represents the engagement status for all of the accounts in the CSV. You can use the "Use stage from CSV" option to set the stage for each account directly from your CSV file.
It is very important to set your upload to the correct stage because it allows you to efficiently message accounts once they're included in an Apollo sequence.
Select the desired behavior from the If contacts already exist in Apollo drop-down.
Select a user from the If the owner value is missing in your CSV, assign owner to drop-down that should own the imported records in Apollo.
Select the behavior in the If existing contacts already have owner drop-down to control what Apollo does if it encounters records in your CSV that already have an owner in Apollo.
If you select the "Update Ownership" behavior from the drop-down, Apollo will assign the user that you selected in the If the owner value is missing in your CSV, assign owner to drop-down.
In the Add to a List? drop-down, enter the name of a new list or select one from the drop-down to add the contacts from your CSV to a list in Apollo. This step is optional.
Select any of the "Intelligent Enrichment" options that you want to use for the contacts included in your uploaded CSV by clicking the checkbox next to each option.
Click Import to finish uploading your CSV to Apollo.
Your upload will now begin.
Most uploads only take a few minutes to complete, but depending on the size of your CSV and the time of day, it may take a few hours for your upload to finish. Apollo does not recommend uploading a file that includes more than 10k rows. Instead, you should split your CSV into two smaller files. You can check on the status of your upload by browsing to Settings—> Imports & Exports —> Contact Imports.
Find Contacts From Your Imported Accounts
Launch Apollo and click Search.
Click Companies.
Click Show More Filters.
Scroll to the bottom of the page and click Account CSV Import.
Click the checkbox next to the CSV files that you want to include.
Click Apply Filters to display the account included in the selected CSV files.
Click the Saved tab.
Use the checkboxes to select the companies from which you want to find prospects. Then, click Find People.
You have now found contacts from your imported accounts. Use the filters on the left to narrow down your search.
For more information on what filters are and how to apply them to a search, refer to the Search Filters Overview article.
Then, choose the action(s) you want to take on the contacts you save. For example, enroll them in a sequence or call them with the dialer.
For more information on how you can leverage Apollo's engagement features in your team's workflow, refer to the Connect with Every Contact video.