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Enrich Account List
Updated over 2 months ago

Managing and enriching domain data is a critical task for businesses seeking to make informed decisions. With this platform, you can upload a list of domains in CSV format and enhance that data with valuable company attributes. This article walks you through the process step-by-step, ensuring a seamless experience.

Navigate to the Account Lists Interface

After logging in to the platform, click Account Lists under Accounts and you'll see the Account Lists interface.

To upload a new list of domains:

  1. Click the "Upload Account List CSV" button located at the center top of the table.

  2. This action will open a new page where you’ll be prompted to configure your upload settings.

Configure the Domain Upload Settings

On the upload configuration page, you’ll see several fields to help define and map your data accurately.

  • Name Field: Enter a unique name for your account list. This will help you easily identify it later in the table view.

  • Header Account Number: Specify the header column from your CSV file that contains the account or domain numbers.

  • Column Source Dropdown: Select the source column from your uploaded CSV file that holds the domain information.

  • Column Destination Dropdown: Choose where the domain data should be mapped within the platform.

Take a moment to ensure that all fields are correctly mapped. This step is critical for successful data enrichment later.

Save or Cancel the Uploads

Once you’ve configured all fields:

  • Click Save to confirm your upload. The system will process the data and add it to the table in the main dashboard.

  • If you need to make changes or stop the upload, simply click Cancel to return to the dashboard without saving any changes.

View Uploaded Domains

After saving your upload, you’ll be redirected back to the Account lists.

The newly uploaded list will appear in the table, showing:

  • The Name of your account list.

  • A unique Source ID generated by the system.

  • The Source Type, which is typically labeled as company_profile.

  • The Status, indicating whether the upload was successfully completed (e.g., “Completed”).

  • The number of Records processed.

To view the uploaded domains, click the name of the configured account list.

Tips for Success

  • Prepare Your CSV File: Ensure your file is formatted correctly, with clear headers and accurate domain information.

  • Map Columns Carefully: Take your time during the configuration step to ensure source and destination columns align correctly.

  • Monitor Status: Use the “Status” column to confirm successful uploads or identify issues.

By following these steps, you can easily upload your domain list and enhance it with valuable company attributes, empowering your organization to make data-driven decisions.

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