Import accounts
Import accounts
Use Import on the Accounts list when you need to bring company records into DOE from a connected CRM. Admins can also use Manage > Accounts > Import from file for an Accounts workbook.
The menu sits beside Add and Export XLSX. The available choices depend on which integrations are connected for the workspace and which ones need attention.
Import Choices
| Choice | Use it when |
|---|---|
| Import from file | You are an admin importing an Accounts workbook from Manage > Accounts. |
| Import from HubSpot | HubSpot is connected and you want to import account/company records from HubSpot. |
| Import from Salesforce (Reconnect in Settings -> Integrations) | Salesforce is configured but needs reconnection before Salesforce import can be used again. |
The Salesforce reconnect message means the integration is not ready from this menu. Open Settings > Integrations, reconnect Salesforce, then return to Accounts and open Import again.
Before Importing
- Confirm you are in the right workspace.
- Confirm the CRM connection is active.
- Check whether imported CRM fields should overwrite or complement existing account data.
- Use Quick Search after import to verify the expected accounts appear.
- Use filters if the account is present but hidden by status, owner, segment, or targeting state.
Import An Accounts Workbook
- Open Manage > Accounts and choose Import from file.
- Select one XLSX workbook.
- Make sure the first worksheet is named Accounts and the first row contains the field names.
- Make sure every account row has a company name. Blank rows or rows without a name are not submitted.
- Upload the workbook and review any row-by-row validation message.
DOE trims extra spaces and ignores blank optional cells. Invalid dates or unsupported values are left out rather than inserted as broken data. If the review dialog names a row, field, value, and reason, correct those cells and upload the workbook again.
This Manage Accounts upload is separate from the wider Settings upload flow. Use the path your administrator has enabled rather than mixing templates between them.
After Importing
Imported accounts become part of the Accounts list. Review ownership, status, RMF, program, market segment, industry, targeting state, and PIF fields before acting on imported records.
If you need an offline copy after import, use Export XLSX from the same toolbar.
Troubleshooting
| What you see | What to do |
|---|---|
| Import option is disabled | Reconnect the integration in Settings > Integrations. |
| Expected CRM provider is not listed | Confirm the provider is connected for this workspace and your role can use it. |
| Imported account is not visible | Clear Quick Search and filters, then search by account name. |
| Imported fields look incomplete | Confirm the source CRM has those fields populated and synced. |
| You need spreadsheet-based uploading | Use the Settings upload/manage-account workflow when it is enabled for your role. |