Importing a CSV

The columns Primer recognizes in a people or companies CSV.

You can bring people and companies into Primer as a CSV. The file is a plain CSV with a header row, and Primer maps your columns to its canonical fields. Header names are matched flexibly, so Title Case, snake_case and camelCase all work (for example Company Domain, company_domain and companyDomain all map to the same field).

When you upload in the app, you pick whether the file is a People or a Companies list, and a direct upload is capped at 25 MB — for anything larger, load it via S3. There's no cap on how many rows a valid file can contain, only the file size.

After you upload, the mapping step shows one collapsible group per set of fields — expand each group to check its columns are mapped, and watch the valid-row count as you go:

CSV import column-mapping step: field groups are expanded to show each source column mapped to a Primer field, with the count of valid versus invalid rows.

People columns

A People import needs firstName and lastName, plus at least one of email, companyDomain or linkedinUrl so the person can be matched. The rest are optional.

• firstName (required)

• lastName (required)

• email

• linkedinUrl

• companyDomain

• companyName

• country

• state

• city

Company columns

A Companies import needs companyName, plus at least one of companyDomain or linkedinUrl. Domain-only company lists are fine — no person data is required.

• companyName (required)

• companyDomain

• linkedinUrl

• country

• state

• city

Managing your imports

Your uploads live under Connections → CSV Imports. Each import shows a status:

• Processing — Primer is validating and loading the rows.

• Completed — loaded, with a count of how many rows were valid vs invalid (rows missing the required columns above are counted invalid and skipped).

• Failed — the file couldn't be processed; fix the file and re-upload.

A completed import shows how much of it Primer can use:

• Records (total) — every record you provided.

• Enrichment rate — the share of records Primer enriched from its own data.

• Available — the distinct people or companies audiences can use; audiences use this number.

• Enriched — the distinct people or companies Primer enriched.

• Duplicates — records that repeat someone already counted; Primer counts them once.

The rate counts records, while Available and Enriched count people or companies, so the two don't divide into each other.

You can delete an import you uploaded in the app while you're still setting it up — before you confirm and load it. Once it's completed it stays as the dataset's snapshot, so to change it you re-upload a new file to replace it. Imports that arrived over S3 or the API are managed from that source, not deleted here.

Loading the file

For a one-time or occasional load, drop the CSV to your Primer S3 location — see Uploading via S3. To send records continuously from your own systems, use the API instead.

Each upload is a complete snapshot of that dataset: records missing from a new file are dropped, not merged with the previous one.