Upload a CSV of Accounts to Apollo

Article author
Sarah Malone
Updated

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, you must include at least one of the following columns:

  • Account Name
  • Account Website (Domain)

With these columns, Apollo can enrich the rest of the information about the lead and their account.

Apollo recommends you include both columns in your CSV file if possible. However, if you only have the data for one of the fields, the upload will still work.

 
Special CSV Column Circumstances

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 with a Multi-Picklist field, each value in the cell must be separated by a semicolon.

Special CSV Column Circumstances

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Upload a CSV of Accounts

To upload a CSV of accounts to Apollo:

  1. Launch Apollo and click Search Companies.
  2. Click the Import drop-down. Import
  3. From the drop-down, click Bulk Import from CSV. Bulk Import
  4. Click Select CSV File under Import accounts. Then, select your CSV file from your computer and click Open to upload it. Select CSV File
  5. Use the drop-down menus for each field to map your CSV column headers to the corresponding Apollo fields. Mapping
  6. 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. Stage
     
    Why does "Contact Stage" matter?

    It is essential to set your upload to the correct stage because it allows you to efficiently message accounts once they're included in an Apollo sequence.

  7. Select the desired behavior from the If contacts already exist in Apollo drop-down. Existing Behavior
  8. 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. Set Record Owner
  9. 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. Existing Owner
     
    What happens if I update ownership?

    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.

  10. 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. Add To List
  11. 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. Add To List
  12. Click Import to finish uploading your CSV to Apollo. Import

Your upload will now begin.

 
How long will the upload take?

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 SettingsImports & ExportsContact Imports.

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Find Contacts From Your Imported Accounts

To find contacts from your imported accounts:

  1. Launch Apollo and click Search Companies.
  2. Click Show More Filters. Show More Filters
  3. Scroll to the bottom of the page and click Account CSV Import. Account CSV Import
  4. Click the checkbox next to the CSV files that you want to include. CSV Files
  5. Click Apply Filters to display the account included in the selected CSV files. Apply Filters
  6. Click the Saved tab. Saved tab
  7. Use the checkboxes to select the companies from which you want to find prospects. Then, click Find People. Find people button
  8. You have now found contacts from your imported accounts. Use the filters on the left to narrow down your search. Filters on search page
     
    Have Fun with Filters!

    For more information on what filters are and how to apply them to a search, refer to the Search Filters Overview article.

  9. 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. Engagement actions on search page
 
It's Engagement Time!

For more information on how you can leverage Apollo's engagement features in your team's workflow, refer to the How to find leads and book meetings with Apollo Academy course.

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