Use uploaded CSVs to enrich data, augment information, and further segment listsIn this help article...
Are you currently tracking clients or prospects in a spreadsheet or your CRM? You can upload these lists into Cause IQ to enrich the data, from finding their key personnel to adding columns on financial characteristics.
Cause IQ's easy-to-use wizard walks you through uploading your CSV spreadsheets, mapping columns from your spreadsheet to fields in Cause IQ, and matching spreadsheet rows to corresponding organizations in Cause IQ.
From the Cause IQ Dashboard, click on the "Upload spreadsheet to create list" link, on the left sidebar in the "Tools and options" section. Here's a screenshot showing you where to upload your CSV file:
Next select the CSV file from your computer that you want to upload to Cause IQ to create a list.
Spreadsheets currently must be saved as CSV files. We do not support XLS or XLSX files at this time. Currently, you can only upload organizations for matching. We plan to update the system to handle matching personnel in 2019.
Map the columns from the uploaded CSV file to the corresponding Cause IQ fields. Cause IQ uses these mapped columns to try to automatically match rows in your spreadsheet to organizations in Cause IQ.
In the screenshot below, the "Organization" CSV column was mapped to Organization name, "City" column was mapped to City, "State" column was mapped to State, and "Website" column was mapped to Website URL.
The Record ID spreadsheet column is an example CRM ID column from the uploaded spreadsheet. Since this information isn't in Cause IQ, there is no corresponding Cause IQ field to map to. However, if you choose to export the uploaded list with enriched information, you can choose to include the Record ID column. This makes importing the list back to your CRM easier.
You can map columns to the following Cause IQ fields to help match rows in the spreadsheet to corresponding organizations in Cause IQ:
The final step is to match the rows in your spreadsheet to organizations in Cause IQ. Cause IQ makes this easier for you (we know it can be tedious) with smart matching and bulk processing. When matching rows, there are three statuses for spreadsheet rows:
For each unmatched row, there are four separate tools to help you do the matching:
In the matching the step of the CSV upload process, you can auto-match all uploaded rows to the corresponding organizations in Cause IQ. Do do so, click the "Auto" tab on the right side of the screen and select "Start auto matching." Cause IQ automatically accepts every uploaded row's auto-match, if one exists. We've had customers use this to process CSV files with thousands of rows. Here's a look at the matching step and where to access the "Auto" icon for bulk processing.
Your progress is constantly saved, and you can come back to the matching wizard at any time. You can access the matching stage in the uploaded list's profile.
You can access an uploaded list's profile right from your Dashboard. To do so, navigate to the "Lists" section on the left of the screen, select "Uploaded from CSV" and then choose the appropriate list's name.
The number in orange indicates the number of unmatched rows in your CSV file. To continue the matching process of the rows in your uploaded CSV to the corresponding organizations in Cause IQ, simply click on the "Match rows" button.
From the list's profile, you're able to "Open" the list in the Cause IQ search interface, "Export" organization and personnel details, "Benchmark" the organizations with Cause IQ's "Benchmarking" tool, and find organizations with similar group "Characteristics" using Cause IQ's "Common characteristics" feature. Here's a look at an uploaded list's profile:
When you're in Cause IQ's search interface, you can open a list of organizations you've created with the CSV upload tool with the My saved lists filter -- you can find the My saved lists filter within the search filter sidebar's "Common" filter's tab. Once you click the My saved lists filter, you'll see all the lists you've created in Cause IQ in the dropdown. Just select the list that you want, and click "Add filter". Cause IQ will segment the organizations that belong to the selected list. If you want to open multiple lists, just select the appropriate names of the lists when adding the My saved lists filter.
Here's a look at where you open a list in the search interface with the My saved lists filter:
Cause IQ's CSV upload tool allows you to export both the originally uploaded columns and appended columns from Cause IQ. In Excel-speak, it eliminates the need to do a VLOOKUP between the original CSV file and an export from Cause IQ. After you have uploaded your CSV file, mapped your columns, and matched your rows to the corresponding organizations in Cause IQ, you can export your original columns (e.g., CRM ID) and new columns right in the list's profile (which can be accessed from both the Dashboard and matching screen).
Once you're in the list's profile, select the "Export" tab in the middle of the page to start the export process. This export process is the same as exporting from Cause IQ's search interface. The "Columns" step of the export process is where you have the option to include columns from your uploaded CSV file and add new details to your export.
The "Columns from uploaded spreadsheet" section, within the "Columns" step, includes the names of the columns from your uploaded CSV. To include a column from your uploaded file in your enriched export, simply check the box next to the name. The enriched export file includes the selected columns, with the original uploaded details. Many Cause IQ customers choose to include a CRM ID, or another external ID, in their enriched exports, allowing them to easily upload the enhanced data back into their CRM.
In addition to including uploaded columns in your enriched export, you can include new organization and personnel details to augment your information. Simply select "Change columns" and search for the fields you want to include in your export. You can also find the fields you want to include in your export by category; these sections mirror the ones in the "All" filters tab of the search filter sidebar. Here's a look at the "Columns" step of the export process:
No. Cause IQ doesn't store any of the information you upload to the website. We use the information you provide only to match your records to the corresponding organizations in Cause IQ and then enrich original spreadsheet columns with Cause IQ information. That's it. We don't use any of the uploaded information to enhance an organization's profile in any way. Please reach out if you have any additional questions about this.
The CSV upload tool is a part of Cause IQ's Data Enrichment Add-on module. If you're interested in adding the Data Enrichment Add-on to you Cause IQ subscription, please contact the Cause IQ team from the orange chat widget at the bottom-right of the screen.