Companies¶

Plugin¶

As you add contacts to Campaign Studio through plugins, their associated company information, such as accounts and organizations, can also be pulled in. For information about configuring your plugins, see Plugins directory.

API¶

With the flexible, API-first architecture of Campaign Studio, you can add new companies through API from virtually any source, as long as the source also has an open REST API.

To use the API:

1. Log in to Campaign Studio.

2. Click the Settings icon on the top right corner.

3. Click Configuration > API Settings.

4. Set API enabled to Yes.

5. Click the Settings icon and select API Credentials.

6. On the API Credentials page, add your application.

   For more information, see the API documentation.

CSV import¶

Campaign Studio accepts CSV files up to 1 GB encoded in the UTF-8 format. When importing a CSV, you can import up to five files in parallel.

Before importing your CSV file, complete the following steps:

1. If the list contains custom fields, create those custom fields in Campaign Studio.
2. Set up users with company permissions to assign company ownership.
3. Clean your data, ensuring:
   • No accents or special characters.
   • Capitalize names.
   • Check formatting in fields such as email addresses, phone numbers, and data values.

To import your CSV file:

1. Log in to Campaign Studio.

2. In the left navigation pane, click Companies.

3. On the Companies page, click Import next to +New.

4. Choose your UTF-8 encoded CSV file.

5. Adjust the value in Delimiter, Enclosure, and Escape, if necessary.

   By default, Campaign Studio uses a comma, quotation mark, and forward slash.

6. (Optional) Select an owner.

7. Map the fields in your CSV file to the fields where you want to save your data in Campaign Studio.

   Note

   If the column header in the CSV matches the Alias of any of your Campaign Studio fields, the system maps those columns and fields.

8. Click Import.

At any time, you can review the import history to check what files you uploaded, how long it took, the number of companies inserted, updated, or ignored.

You can also review the history to check when the import took place.

Search¶

Several operators and commands exist to help you find companies meeting a certain criteria. To see the full list in your instance, click the question mark next to the Filter box.