Access at: https://app.monterey.ai/w/default/feedback/contacts/accounts

Or follow these steps:

  1. Log into the Monterey.ai dashboard
  2. Navigate to Contacts -> Accounts tab
  3. Click the ”+ Account” button in the top right corner

You must have the appropriate permissions to access the accounts import feature. Contact your workspace administrator if you cannot access this section.

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CSV Format

Your CSV file should contain the following columns:

  • name - The account/company name
  • domain - The company’s domain (e.g., “example.com”)
  • contractValue - The account’s contract value (numeric)
  • Additional columns - Any other columns will be stored as metadata on the account

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Example CSV

name,domain,contractValue,industry,employees
Acme Corp,acme.com,50000,Manufacturing,1000
TechStart,techstart.io,25000,Technology,50

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How Accounts Are Matched

When importing accounts, the system attempts to match each row with existing accounts using the following logic:

  1. First, looks for an existing account with matching domain in your workspace.
  2. If no match by domain, looks for an existing account with matching name in your workspace.
  3. If a match is found:
    • Updates the account with new data while preserving existing data.
    • Merges any new metadata fields with existing metadata.
  4. If no match is found and either name or domain is provided:
    • Creates a new account with the provided data.

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Required Fields

You must provide at least one of:

  • name
  • domain

Rows missing both fields are invalid and will be skipped during import.

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Data Validation

  • name and domain are validated as strings.
  • contractValue is converted to a number if valid, otherwise ignored.
  • All other columns are stored as metadata on the account.

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Best Practices

  1. Include domain when possible - this provides the most reliable account matching.
  2. Use consistent naming - accounts are matched exactly on name.
  3. Include any additional fields you want to track as metadata columns.
  4. Review your CSV data before upload to ensure accuracy.

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What Happens During Import

  1. System validates all rows in your CSV.
  2. For each valid row:
    • Attempts to match existing accounts.
    • Updates matched accounts or creates new ones.
    • Preserves existing data while adding new data.

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Supported File Types

The account import accepts the .csv and .xlsx files

Contacts CSV UploadSnippets