Import Accounts

If you have a long list of accounts, rather than creating them manually one-by-one, you can utilize SalesShaper import feature to import your accounts.
You can read about the import guidelines below, or view the steps on how to import accounts on SalesShaper.

Note that only Sales Manager and Assistant Sales Manager have access to the import feature.

 

Import Guidelines

Before you proceed to import your accounts, please download our csv template for accounts import- accounts_sample.csv and make sure to map these fields when you import.

Field/Column Name	Mandatory?	Description
Account Name	Yes	The company or organization name of account
Reg No	No	The business registration number of account
GST No	No	The Goods and Services Tax (GST) registration number of account
Phone	No	The company phone number of account
Fax	No	The fax number of account
Website	No	The website of account
Street	No	The street in account’s address
City	No	The city in account’s address
State	No	The state in account’s address
ZIP	No	The zip or postal code in account’s address
Country	No	The country in account’s address
Customer Background	No	The background of account
Contact First Name 1	No	The first name of account’s default contact
Contact Last Name 1	Yes	The last name of account’s default contact
Contact Title 1	No	The title of account’s default contact
Contact Phone 1	No	The phone number of account’s default contact
Contact Mobile 1	No	The mobile number of account’s default contact
Contact Email 1	No	The email address of account’s default contact
Contact First Name N*	No	The first name of account’s other contact
Contact Last Name N*	No	The last name of account’s other contact
Contact Title N*	No	The title of account’s other contact
Contact Phone N*	No	The phone number of account’s other contact
Contact Mobile N*	No	The mobile number of account’s other contact
Contact Email N*	No	The email address of account’s other contact

 

 

You can leave blank for columns that are not mandatory.

 

Import Accounts to SalesShaper

To import accounts:

1. Login to your account via web portal.
2. Select ACCOUNTS from the menu panel, and click IMPORT.
   
3. Click BROWSE....
   
4. Select the source file.
5. Click PROCEED.
   
6. On the next screen, you are required to provide the (i) industry, the (ii) account type, the (iii) acquired method and (iv) source for each of the account. These fields are compulsory- be sure all fields have been selected with an option before proceeding to import.
   

   Note:
   By default, all imported accounts are regarded as Lead, with Inquiry and Google Search selected as the source acquired and source. You can change these options accordingly.

   
   If you want to select the same industry for multiple accounts, select them by checking the checkboxes on their specific rows.
   Then, click BATCH EDIT INDUSTRY.
   
   Select an industry from the pop-up box, and click OK.
   You’ll see that the selected accounts have been updated with the selected industry. You can do the same for account types by clicking the BATCH EDIT TYPE button, and the source acquired method by clicking BATCH EDIT SOURCE ACQUIRED.
7. Once you have selected the industry, account type, source acquired method and source for all accounts, click IMPORT.
   
   The accounts will be created automatically in the list. You can now assign them to your sales representatives.
   

Next Topic: Assign or Transfer Accounts to Other Sales Reps ⋙