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:

Step 1: Click on the "Manage CSV" Button

Navigate to the filter criteria section and click on the "Manage CSV" button.

Step 2: Import CSV on the Connection Page

Click on the "Import CSV" button to upload a new CSV file for use in audiences.

Step 3: Choose CSV Type (People or Companies)

Select whether you are importing a CSV for People or Companies. Each type has specific required fields, which are mentioned in the interface.

• You can download a sample CSV to check the minimum required fields for an optimized match rate.

Step 4: Map Fields and Upload the CSV

Review the mapped fields to ensure accuracy, then proceed to upload the CSV.

• Once uploaded, the file will appear in the CSV list within the filter criteria section.

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

Step 5: 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.

Common Questions:

• 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 requirements 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.