> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monterey.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts CSV Upload

> How to import and update contact accounts via CSV upload

### Navigation

Access at: [https://insights.reforge.com/w/default/feedback/contacts/accounts](https://insights.reforge.com/w/default/feedback/contacts/accounts)

Or follow these steps:

1. Log into your Reforge Insights dashboard
2. Navigate to **Contacts** -> **Accounts tab**
3. Click the "+ Account" button in the top right corner

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

## 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

### Example CSV

```csv theme={null}
name,domain,contractValue,industry,employees
Acme Corp,acme.com,50000,Manufacturing,1000
TechStart,techstart.io,25000,Technology,50
```

## 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.

## Required Fields

You must provide at least one of:

* `name`
* `domain`

<Warning>
  Rows missing both fields are invalid and will be skipped during import.
</Warning>

## 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.

## 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.**

## 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.

## Supported File Types

The account import accepts the `.csv` and `.xlsx` files