Using CSVs as Filter Criteria
Uploading lists of companies or people via CSV files to Primer is a straightforward process. Here’s a step-by-step guide to help you include these records in your ad audiences:
Mapping Fields for People
When uploading a list of people, map the following fields for optimal results:
First Name
Last Name
Company Name
Domain
LinkedIn Person Profile URL
Email
Tip: Mapping more fields improves the match rate of records to Primer’s database, enhancing their usability. The LinkedIn Profile URL has the biggest impact.
Mapping Fields for Companies
For a list of companies, the essential field to map is:
Company Domain
LinkedIn Company Profile URL
Review and Import
Check Validity: After mapping, you’ll see how many records are valid and will be imported. Records that cannot be imported will be flagged, including the row number for reference.
Reset Mappings: If you make an error, you can reset the mappings and try again.
Import Records: Click "Import" to finalize the process.
Once your file is imported:
Include or Exclude: Choose whether to include all records from the file in your audience or exclude them.
You are allowed one CSV file per audience.
You can reuse files in other audiences from the CSV Files tab.
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