Published April 13, 2015
Create lists of organizations in Cause IQ from spreadsheets or your CRM
Are you currently tracking clients or prospects in spreadsheet or your CRM? You can now import 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 rows to corresponding organizations in Cause IQ.
Use cases include:
Use uploaded CSVs to enrich data, augment information, and further segment listsOpen help article