Uploading your customer data into Salesgenie is a simple, guided process that ensures your records are matched against our databases for accuracy.

Follow these three steps:  

Step 1: Select the type of contacts in your list 
From the Import option on the homepage, choose whether your file contains: 

• Customers 
• Prospects 

Step 2: Import your list 
On the Import a List screen: 

1. Click Browse to select your file (accepted file types: CSV, XLS, XLSX, or Tab Delimited) 

• • File size limits: up to 50,000 contacts, 100 columns, and 30MB 

1. Enter a descriptive name for your file in the File Name field 
2. Review the sample file or click Learn for formatting best practices 

List Import Best Practices (recommended): 

• Include a header row (e.g., First Name, Last Name, Company) 
• Remove sensitive data such as Social Security or credit card numbers 
• Eliminate duplicate records 
• Avoid special characters (#, _, etc.) 
• Use consistent formatting (e.g., “Ohio” vs. “OH”) 

Step 3: Map your file to Salesgenie 
Match each column in your file to the correct Salesgenie field: 

1. Use the dropdown menus to align each column with the appropriate field 
2. For fields you don’t need, select Do Not Map 
3. When all fields are mapped, click Finish Import 

Your list will begin processing. Once complete, it will appear on your homepage, ready for use. 

Important Notes 

• Only customer data records that match our existing databases will be displayed 
• Records that do not match will not appear 
• All Salesgenie data and marketing services will be available for your matched records 
• Future updates may expand support for unmatched data 
• Please review Salesgenie’s Customer Data Terms & Conditions before importing