Build a list of targeted people at a set of companies to share your marketing campaigns by importing Company IDs from an Microsoft Excel file.
Note: The .xlsx, .xls or .csv file must have the IV Account ID field to retrieve the company details into InsideView Target application.
|1||Launch InsideView Target||Click the Build a List tab in the InsideView for Sales standalone instance.|
|2||Go to the Import Page||On the InsideView Target page, click the New List link and then click the Upload a .xlsx or .xls or .csv button as shown below:The Upload .xlsx .xls or .csv button is visible only when your customer support manager (CSM) enables the File Upload option while onboarding.|
|3||Import the data file||
Note: The search criteria options are disabled on this page. These options will enabled only after you import an excel file with valid company IDs.
|4||Select the field mapping||
In the Map Your Fields page, select the CRM Account ID and fields that you wish to map. For example, choose InsideView ID field.
The mapping process begins:
Once the matching is completed, the Matching Complete popup appears:
|5||Review Matches||Once matching is completed, click Review to see the match statuses:
|6||Save||Once all company matches are found, click Save & Close.
Enter a name for the list and then click Save.
You click Save & Search to save the list and continue your search.
|7||Export||If you want to export the company list in your Marketo application, click Sync and select Marketo. For more information, read the article Syncing a People List into Marketo Application in our Knowledge Base.
You can also export the list in Eloqua and Salesforce CRM. For more information read the articles, Syncing a People List into Eloqua and Syncing a People List into Salesforce CRM in our Knowledge Base.