How to Build a People List After Uploading a Company List File

  • Updated

Build a list of targeted people at a set of companies to share your marketing campaigns by importing Company IDs from a Microsoft Excel file.

Note: The .xlsx, .xls or .csv file must have the IV Account ID field to retrieve the company details into InsideView Target application. You can upload a list of companies, and find out what technologies those companies are using. InsideView Target allows you to use the Tech Used filter, which is available by default after uploading the file.

To build a people list using a for companies in a Microsoft Excel file, follow these steps:

  1. Upload a Company List to InsideView
  2. Build a search on an uploaded list

Upload a Company List to InsideView

Step Description Details
1 Launch InsideView Target Click the Build a List tab in the Insights standalone instance.buildlist_new.png
2 Go to the Import Page

On the InsideView Target page, click the Create a New List of Companies link and then click the Upload a .xlsx or .xls or .csv button as shown below:

1_-_Upload_small.png

2_-_File_Upload_small.png

The Upload a file button is visible only when your customer support manager (CSM) enables the File Upload option while onboarding.

3 Import the data file
  • In the Upload File page, once you click the button a popup to select a file opens:

Note: The search criteria options are disabled on this page. These options will enabled only after you import an excel file with valid company IDs.

  • On the Open page, select the data file and click Open.

  • Once the file is imported successfully, the file name is displayed and, then you click Next as illustrated below:

    3_-_Confirm_small.png

4 Select the field mapping

In the Map Your Fields page, select the CRM Account ID and fields that you wish to map. For example, choose InsideView ID field.

4_-_Map_small.png

Note: You can edit the Match Threshold by clicking the pencil icon.

The mapping process begins:

5_-_Matching_small.png

Once the matching is completed, the Matching Complete popup appears:

6_-_Match_Completed_small.png

5 Review Matches Once matching is completed, click Review to see the match statuses:
  • If Match is founddo nothing and click Next.
  • If NO Match is found, click the Find the Correct Company link.
  • In the Choose Correct Match page, enter the search keyword and click the Select link in the results and click Save. For example, enter Microsoft in the search field and click Select for any one of the Microsoft company name.

    7_-_Choose_small.png

  • Continue on to the next unmatched company. Once complete, click Done.
6 Save Once all company matches are found, click Finish to save the list and continue your search.

8_-_Finish_small.png

Enter a name for the list and then click Save.buildlist_new10.png

Once the list is uploaded, a search page opens with the list that you uploaded just now already added as a search criteria.

10_-_List_Search_small.png

In the Search List page, you can add search filters such as job title, job level, contact location, technology used and more search filters.

For more information, read the article How to Build a People List to in our Knowledge Base.

Build a search on an uploaded list

Step Description Details
1 Launch InsideView Target Click the Build a List tab in the Insights standalone instance.buildlist_new.png
2 Build a People list Once a company list is saved, InsideView Target allows you to build a people list from the company list that you saved using all search criteria options that are available for building a people list.

To build a people list using the company list, go to the InsideView Target and choose the saved list from the My Saved Lists drop-down as illustrated:

9_-_Start_with_a_List_small.png

In the Search List page, you can select the search filters such as job title, job level, contact location, technology used and more search filters as illustrated below:

10_-_List_Search_small.png

Click Apply.

To learn how to search and build a people list, read the article How to Build People List in InsideView Target in our Knowledge Base.

3 Export If you want to export the company list in your Marketo application, click Sync and select Marketo. For more information, read the article Syncing a People List into Marketo Application in our Knowledge Base.

You can also export the list in Eloqua and Salesforce CRM. For more information read the articles, Syncing a People List into Eloqua and Syncing a People List into Salesforce CRM in our Knowledge Base.

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