Using CSVs as Filter Criteria
Last updated
Last updated
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:
When uploading a list of people, map the following fields for optimal results:
First Name
Last Name
Company Name
Domain
LinkedIn Person Profile URL
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.
For a list of companies, the essential field to map is:
Company Domain
LinkedIn Company Profile URL
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.
What is the maximum number of records I can import? There is no limit on the number of records you can import, the only restriction is a maximum file size of 25MB.
How can I improve the match rate of records in Primer’s database? To maximize match rates, ensure all required fields are mapped and include as much optional data as possible in your CSV.
How do I properly format CSV files for import?
Here are the formatting required for the CSV imports
People List
First Name & Last Name: Use proper capitalization.
Domain: Enter the company's primary domain (e.g., sayprimer.com
).
LinkedIn Person Profile URL: Provide the full LinkedIn profile link.
Email: Must be a valid email address.
Company List
Company Domain: Enter the company's primary website domain (e.g., sayprimer.com
).
LinkedIn Company Profile URL: Provide the full LinkedIn company profile link.