Import Prospects

To create or mass update prospects in Account Engagement, upload a CSV file with prospect data.

Available in: All Account Engagement Editions

User Permissions Needed
To import prospects:	Account Engagement Administrator or Marketing role

Open the Prospects page.
- In Account Engagement, select Admin | Import | Prospects.
- In the Lightning app, select Prospects and then click Import Prospects.
For business units that allow multiple prospects with the same email address, choose to match by email address or CRM ID.

Note If possible, import by CRM ID to guarantee that new prospects are linked to corresponding Salesforce leads, contacts, or person accounts. Import by email address only when it’s not possible to include CRM ID with your imports.
Click + Upload File and choose your import CSV file.
After the file is uploaded, click Next.
Map the column headers to system fields.
To overwrite existing prospect data with the import, select overwrite existing data next to fields you want to update.
Click Next.
Select or create a campaign.
(Optional) Add tags.
Click Next.
Select an action, and choose how to handle deleted prospects.
Click Next.
Check your import details, and click Confirm & Save.

You receive an email when your import is finished processing.

Did this article solve your issue?

Let us know so we can improve!

Product Area