Using CSVs as Filter Criteria

You can upload lists of companies or people via CSV files to use in ad audiences. Here’s how:

Step 1: Click on the "Manage CSVs" Button

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

Step 2: Import CSV on the Connections Page

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

Step 3: Select CSV Type (People or Companies)

Choose 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: Confirm Mappings & Upload the CSV

CSV fields are automatically mapped based on headers, with the option to review and adjust before uploading. 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

• Company Domain

• Person LinkedIn URL

• Email

Mapping Fields for Companies

For a list of companies, the essential field to map is:

• Company Domain

• Company LinkedIn URL

Step 5: Review and Import

• After mapping, you’ll see how many records are valid and will be imported. Records that cannot be imported will be flagged.

• If needed, you can click on "Reset mappings" to start over.

• Click "Import" to upload the file.

💡 Want to troubleshoot unmatched entries? Use the Download CSV icon to get a list of unmatched records. This file highlights rows with invalid company domains or missing contact/company info — helping you identify and correct inaccurate entries before re-uploading.

Step 6: Set Filter Option

After your file is imported, use the "is within" or "exclude all" filter option to include or exclude all CSV records from your audience.

Need to Update/Replace the CSV Later?

If you want to modify an existing audience with new or expanded data, you can replace the existing CSV without creating a new audience:

• Go to CSV Imports and upload a new file that includes both the original and new records. (Use a distinct filename to easily identify the updated csv)

• Open the audience you want to update.

• Hover over the filter with CSV, click the ✏️ pencil icon, and select your updated CSV from the drop-down.

• Click Re-run at the top-right to refresh the audience with your new data.

Note: Each audience can use only one CSV file, but files can be reused across 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)

    • Person LinkedIn URL: Provide the full LinkedIn profile link.

    • Email: Must be a valid email address.

  • Company List

    • Company Domain: Enter the company's primary domain (e.g. sayprimer.com)

    • Company LinkedIn URL: Provide the full LinkedIn company profile link.