Upload your Accounts

​

Upload your Accounts to Recotap

​

Accessibility:

• The feature is accessible from the Target tab on the main account dashboard.
• The prominently placed + Add Account button ensures quick and easy access for users.

​

Options for Adding Accounts:

1. Manual Creation: Add high-priority accounts individually by entering account details.
2. File Import: Upload accounts in bulk using .CSV or .XLSX files for efficient data management.
3. Sync External Systems: Seamlessly integrate with CRM or external systems for dynamic account synchronization.

​

Methods to Add Accounts

​

1. Manual Creation:

• Initiate: Click ‘+ Add Account’ from the Account Dashboard → choose ‘Create Manually’.
• Required Fields:
  • Domain: Enter the official domain name.
  • Account Name: Add the full legal name.
• Additional Details:
  • Short Name: Common or abbreviated version (used in personalized creatives).
  • Revenue: Select the revenue range.
  • HQ Location: Search and set headquarters.
  • Logo: Use ‘Upload Logo’ to add a visual identifier.
• Custom Properties: Click ‘+ Add New’ to create additional fields.
  • Field Type: Choose (text, date, number).
  • Field Label: Name the property clearly.
• Optional (Client-Specific) Fields: Lifecycle Stage • Close Date • Website URL • City • Phone Number

​

2. File Import:

• Upload a file to bulk add or update accounts.
• Click “Import from a File” to open the Import Accounts section.
• Choose an import type: Create, Update, or Create & Update.
• Supported formats: .csv, .xlsx, .xls.
• Drag and drop or browse to upload, then map fields to Recotap properties.

​

Steps for Mapping:

• Identify Required Fields:
  • Map all mandatory fields (e.g., Account Name, Domain, Account ID) to proceed.
• Review Columns:
  • Check uploaded column names and data preview to ensure accuracy.
• Map Data:
  • Match each column to the right Recotap property from the dropdown.
  • ✅ Green = valid mapping ❌ Red = error.
• Fix Errors:
  • Correct mismatched fields or re-upload after adjusting data.
• Optional Fields:
  • Map non-mandatory or custom fields as needed or skip them.

Complete Import:

• Proceed once mappings are done.
• Optionally, add accounts to a new or existing segment.
• Click ‘Clear’ to skip segment selection before finishing import.

​

3. Sync from External Systems:

​

Steps to Sync Accounts

1. Navigate to Sync Option:
   • Go to the Target tab and click Sync from External Systems.
2. Review Existing Rules:
   • Check previously added sync rules and details via the dashboard.
3. Create a New Sync Rule:
   • Click Create New Sync Rule.
   • Select the external system (e.g., HubSpot).

4. Configure the Rule:
   • Add a Rule Name (e.g., Top Sales Accounts).
   • Define a Source:
     • HubSpot List: Import predefined lists from HubSpot.
     • Filter by Properties: Dynamically filter accounts based on CRM attributes.
   • Specify the Destination:
     • New Segment: Create a new audience segment.
     • Existing Segment: Add accounts to an existing segment.
5. Save and Activate:
   • Click Save to finalize the sync rule.
   • Data will sync automatically every 24 hours.

Use Case:

By syncing CRM Lists or filtering by properties, you can:

• Align account targeting strategies with CRM data.
• Personalize campaigns for high-value accounts based on dynamic segments.
• Scale ABM efforts with accurate and up-to-date account data.