Add accounts from a spreadsheet
Add accounts from a spreadsheet
Use this Admin workflow when several accounts are ready in a spreadsheet. It is separate from the CRM import on the main Accounts page.
Before you upload
- Use one XLSX workbook.
- Name the first worksheet Accounts.
- Put column names in the first row.
- Give every account row a name. Rows without a name are skipped.
- Remove placeholder websites and check country codes and dates before uploading.
Text is cleaned around the edges, and blank optional cells are ignored. For columns that contain several ad types or targeting countries, separate values with commas. Use the values shown in the current template or Manage page for fields with fixed choices.
Upload the workbook
- Open Manage from the Our company group.
- Open Accounts.
- Choose Import from file.
- Select the XLSX workbook.
- Wait for the upload result before leaving the page.
- Return to Accounts and search for a few imported companies to confirm the result.
Only Admins can open Manage and use this upload. If Manage is missing, ask an Admin to complete the upload or confirm your role.
If rows are rejected
DOE shows the spreadsheet row, field, value and reason when that detail is available. Correct those cells in the workbook, then upload the corrected file again.
Common causes include:
- a missing account name,
- a placeholder or invalid website,
- a country value that does not match the accepted format,
- a date DOE cannot read,
- a yes/no field containing another value,
- a column name that does not match the template.
Rows without an account name are skipped rather than created as unnamed companies. If the error does not identify a row, keep the workbook and send the visible message to Njord support.
Choose the right import path
| Your source | Use |
|---|---|
| A prepared XLSX workbook | Manage > Accounts > Import from file |
| HubSpot or Salesforce companies | Accounts > Import, then choose the connected CRM |
| One company | Accounts > Add |