Account Uploader in Data Studio

Quick Links

• Overview
• How to Upload Accounts
• Handling Errors During Upload
• Successful Upload
• Using Your Uploaded Accounts

Important:

• Newly uploaded accounts will appear in Data Studio within minutes. Full firmographic data processing may take up to 24 hours to reflect on the account. Once added, accounts cannot be removed to preserve historical data. However, if you need to update an account's domain, please contact support for assistance.

• Additionally, account information ingested from your CRM cannot be updated or replaced using this feature. These instructions apply solely to accounts uploaded manually or via CSV through the process outlined below.

Overview

The Account Uploader feature in Data Studio makes it simple to import account data into the Account Hub that is not already ingested through your CRM. This guide will show you how to manually enter or upload a CSV file of accounts, manage the upload process, and use these accounts across Terminus applications.

How to Upload Accounts

1. Access the Upload Page:

   1. Navigate to the Account Hub.
   2. Click the "Upload Accounts" button to go to the upload page.
      

2. Define Accounts:

   You can upload accounts as either a new source or update an existing source.

   • New Source:
     Enter a unique Source Name for this upload to identify it in the Terminus platform. By default, the system will prompt you to upload as a new source.

   • Existing Source:
     Click "Add to Existing Source" and select from the dropdown of previously uploaded sources.

    

3. Choose a Method to Upload Accounts:

   For either source option outlined above you will then choose one of the following methods:

   • CSV File Upload:
     
     • Drag and drop your CSV file into the uploader or browse your computer to select the file. The accounts will populate in the table below.
       
   • Manual Entry:

     • Manually enter the account name and domain in the table below the CSV uploader, then click Add Accounts.
       

    

4. Manage Accounts:

   • Use the trash can icon to remove accounts from the list.
   • Search for specific accounts or domains using the search bar.
   • Once you're satisfied, click "Upload Accounts" to finish.

   
   

    

Handling Errors During Upload

The system checks for common errors during the upload process:

1. Missing Information:

   • You must enter a source name, at least one account name, and its associated domain. The Upload Accounts button will remain disabled if any of this information is missing.

2. Incorrect Column Headers:

   • If your file’s column headers don’t match the required format, an error message will appear. To resolve, correct the headers and try again.
     

3. Duplicate Account Names/Domains:
   
   

   • Domain as Primary Key:
     The domain serves as the primary key for uploaded accounts and cannot be changed once entered.

   • Changing Sources for Existing Accounts:
     If you update an existing account (e.g., Account Name or Upload Source), the system will overwrite the entry with the new details. If a duplicate domain is detected, you will receive a warning identifying which source the domain currently exists in. If you choose to proceed and change the source, a prompt will confirm that you wish to move the account to the new source before continuing with the upload.

   • Handling Duplicates:

     • CSV Uploads: Duplicate domains will be automatically scrubbed, leaving only one entry in the upload table.
     • Manual Entries: Duplicate domains will be highlighted for correction.

4. Invalid Domains:

   • We perform minimal validation of domain structure prior to upload. If the domain is missing a period (.), it will be flagged as invalid. You must correct the domain before the "Upload Accounts" button becomes enabled.

5. File Size Limit:

   • For best results, keep your files under 2,000 rows to avoid potential timeouts during upload. Files exceeding this limit may fail to upload without displaying an error message.

Successful Upload

After your file is successfully uploaded:

1. Success Banner:

   • A banner will summarize your upload, showing how many accounts were added, and how many were duplicates or updates.
   • As noted above, it may take up to 24 hours for the accounts to appear in Data Studio.
     

2. Upload More Accounts to Existing Source:

   • To add more accounts to the same source, select "Add to Existing Source" button and follow the steps outlined in the How to Upload Accounts section.

3. Update Account Names:

   • To update the name of an existing uploaded account, select "Add to Existing Source" button, select the source where this account currently exists, type the new account name, and re-enter the existing domain. Note that the domain cannot be changed and CRM accounts cannot be updated.

4. Update Account Source:

   • To change the account source of an existing account, enter a new or select a different Source Name, keep the existing account name, and use the existing domain.

Using Your Uploaded Accounts

After the data has been processed:

• Filter Account Hub:

  • Use Global Filters to view accounts associated with the Display Name of your upload by selecting Terminus Account → Source in the Account Hub. Optionally, create new account lists using this data by following these instructions.

    

• Create Segments:

  • Use the uploaded accounts to create new segments by referencing the Source in your rule criteria.

• Filter Reports:

  • Filter your reports to include accounts from the specific source.

This guide is designed to help you make the most of the Account Upload feature. If you encounter any issues or need further assistance, please reach out to our support team through the Terminus Help Center.