# 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:

<figure><img src="/files/bRoFTZfG8ww0v0LfpBN1" alt="" width="375"><figcaption></figcaption></figure>

#### **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**

<figure><img src="/files/5qxCfYbvGAVTIrZ0BFzE" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
**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.**
{% endhint %}

#### **Mapping Fields for Companies**

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

* **Company Domain**
* **LinkedIn Company Profile URL**

<figure><img src="/files/2CCiv3Zkp6PwGldAHi02" alt="" width="375"><figcaption></figcaption></figure>

#### **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.

<figure><img src="/files/im7Z6iwcz8WbXsbPdIOO" alt="" width="375"><figcaption></figcaption></figure>

* You are allowed **one CSV file per audience.**
* You can **reuse files in other audiences from the CSV Files tab.**

<figure><img src="/files/LBUtnGWwChwFlT5Z5HLt" alt="" width="375"><figcaption></figcaption></figure>

#### 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`](http://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`](http://sayprimer.com/)).
    * LinkedIn Company Profile URL: Provide the full LinkedIn company profile link.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.sayprimer.com/primer/learn-more/using-csvs-as-filter-criteria.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
