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CSV import allows you to add multiple accounts to Dealtree at once instead of creating each account manually. This is useful when you already have a list of target companies, prospect accounts, named accounts, or customer accounts that you want to analyze inside Dealtree.

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Pre-conditions

Before importing accounts by CSV, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Set up your Seller Context
  • Prepared a CSV file with company domains
  • Enough available credits if account intelligence generation requires credits

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What You Need in the CSV File

Your CSV file should include the company domains you want to add to Dealtree. The most important field is the company website domain. For example:
Company NameDomain
Markopolomarkopolo.ai
Example Companyexample.com
The exact column format may depend on Dealtree’s import requirements, but it is best to keep the file simple and clean.

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CSV Formatting Guidelines

Before uploading the CSV file, make sure:
  • Each row represents one company
  • Company domains are correct
  • Domains do not include unnecessary spaces
  • Domains do not include unrelated URLs
  • Duplicate companies are removed
  • The file is saved in .csv format Use official company website domains instead of LinkedIn URLs, personal profile URLs, or social media links.

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Steps to Import Accounts by CSV

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Accounts Section

From the left sidebar, click Accounts. This will open the Accounts Dashboard.

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Step 3: Click Import CSV

Click the Import CSV option from the Accounts Dashboard. This will open the CSV upload flow.

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Step 4: Upload Your CSV File

Select the CSV file from your computer and upload it. Make sure the file contains the company domains you want to import.

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Step 5: Review the Imported Data

After uploading, review the imported account list if a preview is shown. Check that the company domains are mapped correctly and that there are no obvious errors.

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Step 6: Confirm the Import

Click the confirmation button to complete the import. Dealtree will add the accounts to your workspace.

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Step 7: Review the Accounts Dashboard

Once the import is complete, return to the Accounts Dashboard. You should see the newly imported accounts listed with their company name, domain, status, employee count, and other available metadata.

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Important Notes

  • Use the company’s official website domain for best results.
  • Remove duplicate accounts before uploading your CSV file.
  • Avoid uploading incomplete or messy data.
  • CSV import helps create accounts in bulk, but you may still need to open each account to review or generate intelligence.
  • Imported accounts may take some time to process depending on the number of companies.
  • If an account already exists in your workspace, Dealtree may skip it, update it, or show an error depending on the import behavior.
  • Complete your Seller Context before generating buying committees or action plans for imported accounts.