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Product update: Import CSV spreadsheet wizard

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".