Click Add to add prospects
To add companies from a CSV file, click the "Add" button in the list view and pick "Upload csv".
- Click "Select CSV file" and choose your file. Pick the "List": an existing one to add to it, or "New" and a "List name" (it starts with the file's name).
- "Map headers" pairs each "CSV Header" with a "ProspectSafari Header" (named "Company: ..." or "Contact: ..."). Most pairs are filled in for you, from the header's words and from what the column holds (emails, links, phone numbers, dates). Check them, change any pair, add a row with "+" or remove one with its bin. Empty rows must be filled or removed.
Select the corresponding header
- Click "Upload". A check page lists what may be missing, for example "- No website column" or "- No country column (important for phone formatting)". In particular, if the website is not mapped then the uploaded prospects' websites can't be read. Click "Upload" again to send, or "Go back".
- The popup says the rows are being uploaded and deduplicated, and that you will be notified in a few minutes. A small box at the bottom left shows the progress.
You can map company name, website, extra links, description, employees, revenue and funding, address fields, contact names, phone numbers (several phone columns allowed), email, job title and contact links, and every custom company field and decision (matched when the column header is the field's name). A phone number's type comes from its header: words such as "mobile" or "cell" give Mobile, "office" or "work" Work, and so on.
Duplicates
ProspectSafari will not add a second copy of a prospect already in your workspace. A row counts as existing when it has the same website (or the ProspectSafari ID of a downloaded file), or a location within the distances set in Workspace Setup in Settings ("GPS match (m)"; for "GPS proximity (m)" you are asked). An existing prospect keeps its data: the upload only fills empty fields and adds what is new.
When new prospects are within the proximity distance of existing ones, a step says "Alert: locations less than N metres apart. Select any duplicates.": tick the ones that are duplicates and click "Continue".
Manually select duplicates in proximity
A prospect deleted with "Delete and block" is not added back by an upload.
Confirm & Scrape
When the upload is ready, a notification arrives and the "Confirmation required" page opens. Click the upload's card (it shows the total rows and the new and existing companies and contacts):
- If prospects already in your workspace were found, the "Existing companies" popup lists them with the list each one is in now ("Now in list"). "Move" puts them in the upload's list; "Don't move" leaves them where they are.
- Rows without a contact or with a repeated contact are listed under "Warnings"; "Continue".
- Review the new prospects and untick any you do not wish to add. Choose whether to read their websites with "Scrape websites" (for all, or per prospect); reading websites costs no credits.
- Click "Confirm". The list opens in the list view. (The "Delete" button drops the whole upload instead.)
Review the prospects before adding
Share a list
After completing the Upload, an admin can pick the new List and share it with anyone by clicking the share icon (hover text "Click to copy link"):
Share the selected list
This copies a link to your clipboard. Paste it in an email or any other message to send to the other person. When they open the link they log in (or sign up), accept the invitation, and a copy of the list is made in their workspace. Their copy does not include your custom fields, decisions, activities, deals or owners.
This also allows them to look for links or keywords that interest them.
Links sent by ProspectSafari Approved Partners will include free website scrapes for any new users that register by clicking on the link. In addition the new user account will be able to request further services from the partner by clicking on the Approved Partner link which will appear in the Add Prospects menu.
In this way Approved Partners can add great value to their customers by providing them with a great tool for reviewing their lead generation list AND free website scraping for additional email addresses and phone numbers, social media urls and any specific links or keywords of interest. The customer will have a simple way of requesting more lead generation services from them with a simple click.