Assign Prospects to Accounts via CSV
Once you’ve imported your accounts, you will be able to associate prospects to accounts that exist in the Outreach platform.
1. Click on the quick actions menu to bulk create. You’ll be brought to a new page with a dropdown menu. Select “Prospects Comma Separated Values File” and select the CSV that contains the prospect information that you’d like to import.
2. On the second step of the import, map the CSV columns to the corresponding Outreach fields.
3. Check the “Assign Account” option on the top of the page, which is verification that you’d like to assign the prospects to an account in Outreach. To associate the prospect to the correct account, make sure the account custom ID is included as a column in the CSV file. Both of these steps are required to assign prospects to accounts in Outreach.
Note: The account custom id field will not appear unless the “Assign Account” option is selected.