Published June 7, 2016
Easily import spreadsheets into Cause IQ, for enriching data and filtering attendee lists
From conference attendees to prospect lists, you can enrich and filter your existing spreadsheets in Cause IQ. With our newly-enhanced wizard, simply upload the CSV file, map the columns to Cause IQ fields, and then the wizard helps you bulk match the records. From there, append new columns, filter down to the records that matter, or find corresponding personnel.
To find the CSV import wizard, go to your Dashboard and in the left sidebar "Tools and options" section, select "Import spreadsheet to create group".
Use uploaded CSVs to enrich data, augment information, and further segment listsOpen help article