Overview
Managing and enriching domain data is a critical task for businesses seeking to make informed decisions. With Sona, you can upload a list of domains in CSV format and enhance that data with valuable company attributes. This article walks you through the process step by step, ensuring a seamless experience.
Navigate to the Account Lists interface
After logging in to the platform, click Account Lists under Accounts and you will see the Account Lists interface.
To upload a new list of domains:
Click the Upload Account List CSV button located at the center top of the table.
This opens a new page where you will be prompted to configure your upload settings.
Configure the domain upload settings
On the upload configuration page, you will see several fields to help define and map your data accurately.
Name Field: enter a unique name for your account list. This will help you easily identify it later in the table view.
Header Account Number: specify the header column from your CSV file that contains the account or domain numbers.
Column Source Dropdown: select the source column from your uploaded CSV file that holds the domain information.
Column Destination Dropdown: choose where the domain data should be mapped within the platform.
Tip: take a moment to ensure that all fields are correctly mapped. This step is critical for successful data enrichment later.
Save or cancel the upload
Once you have configured all fields:
Click Save to confirm your upload. The system will process the data and add it to the table in the main dashboard.
If you need to make changes or stop the upload, click Cancel to return to the dashboard without saving any changes.
View uploaded domains
After saving your upload, you will be redirected back to the Account Lists page.
The newly uploaded list will appear in the table, showing:
The Name of your account list.
A unique Source ID generated by the system.
The Source Type, which is typically labeled
company_profile.The Status, indicating whether the upload was successfully completed, for example "Completed".
The number of Records processed.
To view the uploaded domains, click the name of the configured account list.
Tips for success
Prepare Your CSV File: ensure your file is formatted correctly, with clear headers and accurate domain information.
Map Columns Carefully: take your time during the configuration step to ensure source and destination columns align correctly.
Monitor Status: use the Status column to confirm successful uploads or identify issues.
By following these steps, you can easily upload your domain list and enhance it with valuable company attributes, empowering your organization to make data-driven decisions.
FAQs
What does uploading an Account List enrich?
What does uploading an Account List enrich?
Uploading a CSV of domains through Account Lists lets Sona enhance that data with valuable company attributes, such as firmographic data, giving you a more complete account profile from a simple domain list.
Why does column mapping matter during upload?
Why does column mapping matter during upload?
The Column Source and Column Destination dropdowns determine how data from your CSV maps into Sona's fields. Take time during this step to ensure source and destination columns align correctly, since this mapping is critical for successful data enrichment later.
How do I know if my upload succeeded?
How do I know if my upload succeeded?
Check the Status column in the Account Lists table after saving your upload. A status like "Completed" confirms the upload processed successfully; use this column to monitor for issues with any list you have uploaded.