Import and enrich a list of prospects

This guide imports a list of accounts from a CSV, deduplicates them against records already in your org, and enriches the new ones.

What You'll Build

A clean account import flow:

Upload a CSV of prospect accounts.
Map required fields.
Review dedupe results.
Create or update accounts.
Enrich the imported records and track progress in Batch History.

Use this for one-off prospect lists from events, campaigns, partner lists, or research projects. If you repeat the same import process often, turn it into a workflow after the manual version is working.

Estimated time: 10-20 minutes, depending on list size.

Concepts used: Workflows, Tasks, Batch History.

Prerequisites

A CSV with account names and domains.
Permission to create or update account records.
Enrichment enabled for your organization.

1. Open the Import Flow

Navigate to Records → Accounts and click Add accounts → Import from CSV.

You can also drive imports from a workflow using the Find Prospects task, but for a one-off list a CSV import is simpler.

2. Upload the CSV and Map Fields

Map the CSV columns onto account fields. At minimum, map:

name
domain

Domain is what the dedupe step uses, so it should be present and clean (no https://, no trailing /).

Recommended optional fields:

website
industry
employee_count
tags
Source or campaign fields your team uses for reporting.

3. Review Dedupe Results

The import dedupes new rows against existing accounts in your org by domain. The preview shows:

New — will be created.
Existing — already in your org. You can choose to skip or update.

Review this step carefully. The import dedupe is usually more accurate than manually comparing a spreadsheet to your CRM because it checks against the records already in GTM Engine.

4. Run the Import

Confirm and run the import. Imported accounts appear immediately in Records → Accounts.

After the import finishes, use the "View imported" link or filter by created date/source tag to inspect the records you just added.

5. Enrich the New Accounts

Post-import enrichment is tracked as a batch, so you can follow progress without watching every account individually.

To run enrichment manually after the fact:

Filter Records → Accounts to the new batch (the import surfaces a "View imported" link, or filter by created date).
Select all and click Enrich.
Watch progress in the activity feed and the Batch History sidebar.
Open Batch History if you need to inspect progress, failures, or rerun options.

6. Optional: Wrap It in a Workflow

If you import lists frequently, build a workflow that:

Takes a list of domains as an input.
Uses a Find Prospects task with searchMethod: 'find_similar' against a reference account or your ICP.
Uses a Bulk Update Records task to tag the imported accounts.
Triggers enrichment via the standard Records workflow.

That gets you a one-click, repeatable import flow you can reuse from a button on a dashboard.

Success Check

You are done when:

The CSV rows are created or matched to existing accounts.
You can filter to the imported set.
Enrichment runs as a trackable batch.
Updated records show the expected enriched fields.

Common Pitfalls

Personal/disposable email domains are blocked at sign-up — but the CSV import path doesn't enforce that, so make sure your list is real B2B domains.
Don't pre-deduplicate the CSV by hand against your CRM — the import does it for you and is more accurate.
For multi-select fields like tags, use comma-delimited strings or JSON arrays. The Update Record task accepts both formats.
Keep domains clean. example.com dedupes better than https://www.example.com/landing-page.