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Create a CSV File with Your CRM Records

if you use a CRM Radius doesn't integrate with, you need to create and format a comma-separated value (CSV) file to upload your records to Radius.

Follow these guidelines to create and format your spreadsheet. If you have any questions along the way, contact your Radius Customer Success Manager or email support@radius.com.

Considerations for Creating and Uploading a CSV File

  • The number of records you can upload to Radius is defined in your Radius contract. Contact your Radius Customer Success Manager or email support@radius.com if you need to upload additional records.

  • All SIC and NAICS codes you use must have 8 digits.

Create and Format Your Spreadsheet

The columns in your spreadsheet represent field names in your CRM. After you upload your file, you’ll map your field names to the names that Radius uses. Then we’ll match your records. Including recommended columns will help Radius provide higher match rates for your records. 

The columns in your spreadsheet represent field names in your CRM, so use your own field names in for headers. You’ll match your fields to Radius fields as part of the upload process. Make sure to check your work before uploading your CRM records to Radius

  1. Open or create a spreadsheet in either Microsoft Excel or Google Spreadsheets. 

  2. In the first row of the spreadsheet, add your columns headers.

  3. Follow these guidelines for each column.

  • The columns in your spreadsheet represent field names in your CRM, so use your own field names in for headers. You’ll match your fields to Radius fields as part of the upload process.

  • Don’t use spaces before or after column headers. 

  • If you use recommended column headers, make sure at least one record has a value for that column. 

Required Columns

Column Header

Guidelines

Record ID

 

Status

Radius uses the Status column for goal setting. 

Won - The record meets your organization’s criteria for success. For example, a lead record that was converted from MQL to SQL during the sales cycle. 

Lost - The record does not meet your organization’s criteria for success. For example: a lead record that was disqualified during the sales cycle. 

After your records are uploaded to Radius, you’ll define Won and Lost criteria in a goal.

Recommended Columns

Column Header

Guidelines

Business Name

 

Account Name

 

Street Address

 

City

 

State

 

ZIP Code

 

Phone

 

SIC Code or NAICS Code

 

Contact First Name

Separating first name from last name in your spreadsheet provides a higher match rate for your records. 

Contact Last Name

 

Email

 

Website URL

 

Add Records to Your Spreadsheet

  1. Follow these guidelines to add records to your spreadsheet.

  • Add one and only one record per row. 

  • Don’t use line breaks within cells.

  • Remove special formatting or formulas.

  • Delete columns with no values.

  • Each record ID must be unique.

  • If you need to use commas within values, surround them with quotation marks.

  • If you need to use quotation marks within values, surround each section with a second set of quotation marks.

  1. Check your work and then save the file in CSV format. 

Upload your records to Radius

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