How to import a CSV to nReach

How to Import CSV Data to Enrich Your Contact Database

Importing CSV files into nReach lets you quickly add large volumes of potential leads and accounts, saving you the effort of manual entry. It also helps you add valuable information about your leads in bulk, streamlining your data enrichment process. This guide will walk you through best practices and steps to successfully import your data.

Why Import CSV Data?

Importing CSV files helps you:

• Quickly scale your contact database with minimal effort.
• Organize large volumes of data efficiently.
• Enrich your CRM with accurate, contextual information for better campaign performance.

CSV Best Practices

To ensure a smooth import process, follow these best practices when preparing your CSV file:

Use Descriptive Column Headers

Ensure each column has a clear and meaningful description, such as:

• Company Name
• Website
• Telegram Handle (TG Handle)
• Contact Type (e.g., client, prospect, etc.)

Save Your File Correctly

1. After creating your file, save it on your computer in CSV format.
2. Use a specific and descriptive file name to make it easy to locate later.

Examples:

• ✅ Good Name Example: TOKEN2049_Side_Event_Attendees.csv
• ❌ Bad Name Example: CSV_256.csv

Why? A clear file name helps you locate it quickly and provides context, especially when managing multiple files.

Once your CSV is ready, you can proceed to import it into nReach to enrich your contact database.

Step 1: Upload a CSV File

1. Log In: Access your nReach account.
2. Navigate to Contacts or Companies: Go to Customer Engagement > Contacts or Customer Engagement > Companies, depending on your data type.
3. Click the CSV Icon: Look for the CSV icon in the top right corner of your screen.

4. Browse and Upload: Press Browse File, select your CSV, and click Open to upload it.
   • If you uploaded the wrong file, no worries! Just click Upload Again to replace it.
5. Click Continue to proceed.

Step 2: Select File Type

A pop-up window will appear with three options:

• Contact: Check this box if your file contains contact details only.
• Company: Check this box if your file contains company details only.
• Both: Check both boxes if your file contains both contact and company details.

Click Continue to proceed.

Step 3: Map Your Data

1. Assign Properties:
   • Select which properties belong at the company level and which at the contact level.
2. Map Fields:
   • Map each property in your CSV to the correct CRM field.
   • If needed, add a custom field to fit your requirements.

Step 4: Review and Confirm

1. Review your selections in the confirmation window.
2. Click Import to start the process.

Step 5: Receive Confirmation & Find Imported data

1. You’ll receive an email shortly confirming that your CSV has been successfully uploaded.
2. Upon receiving the confirmation, refresh the nReach screen to ensure the imported data is displayed correctly and ready for use. 
3. To locate the imported information, simply filter by Source > CSV or Source Folders > Imported File Name to quickly access the data you need.

Best Practices for Data Management

• Double-Check Your Data: Review your CSV for errors before uploading to avoid complications.
• Update Regularly: Keep your contact database up to date by periodically importing new data.
• Standardize Columns: Use consistent column headers to simplify future imports.

Additional Tips

For more insights and tips on data management, check out our blog. We share actionable advice to help you maximize the potential of your campaigns.

Need Help?

If you have further questions or need assistance, feel free to reach out to our dedicated Customer Success team. We’re here to help you make the most of your campaigns!