Skip to content
  • There are no suggestions because the search field is empty.

Adding companies within a Collection

Once created and to ensure your collections stay up to date you can add companies with two methods through the buttons of the top right corner:

“Manually”: 

Allows you to search for companies one by one.

 

Step-by-Step Guide:

  • Head to “Collections” page
  • Click on the Collection you want to add companies to
  • Press “+ Manually”
  • Search for companies you want to add
  • Click on the company to add to list below
  •  Press “Save”

“From CSV”: 

When working with a large dataset, with this option you can create new collections or select existing ones and add companies via the CSV template provided.

Step-by-Step Guide:

  • Head to “Collections” Page
  • Click on the Collection you want to add companies to
  • Press “+ From CSV”
  • Download the template by pressing “get template” link

  • Step-by-Step Guide:

  • Click on the file upload area or drag directly the CSV in the required format
  • The status will change to “Awaiting Upload” 
  • Press “Collections(*)” tab to select existing collections or create new one
  • To create a new one, press “+ New Collection”
  • Enter Name, Visibility and Description with the option to add more details
  • Press “Save”
  • Open “Collections” dropdown and select the newly created collection(s)
  • Press “Upload”