1. Go to Prospects and select Import CSV.
2. Select Download template CSV if you want a starting file.
3. Choose or drop your CSV file. The first row must be column headers.
4. Match each of your columns to a VendScout field, or choose Skip. Common column names are matched automatically.
5. Check the preview of the first 20 rows. Rows marked "skip" are missing a name or a usable address.
6. Select Import [N] rows.
Name, Street, City, State, ZIP, Location Type, Phone, Website, Contact Name, Contact Email, Contact Phone
You can also map Full address, Category and Employee count.
• Name, plus either Full address or Street + City + State.
• Up to 2,000 rows per file.
• Every address is looked up on the map. Rows whose address can't be found fail with "Address not found."
Situation | Result |
Every imported prospect | Starts at New |
Location type matches one of ours | Tier taken from that type |
Location type unknown or missing | Tier 3 |
Contact columns filled in | A contact is created on the prospect |
Already in your CRM (same check as search) | Skipped as a duplicate |
You'll see Added, Duplicates skipped and Failed counts. Select Download failed & duplicate rows to get your original rows back, with a Reason column added, so you can fix and re-import them.
Select Undo import to remove the prospects this import created. Undo is blocked once any imported prospect has activity, tasks, appointments, surveys or list membership. See [Undo an import].