Skip to main content
Help Articles Academy Support Salesloft.com

Advice needed on how to bulk update

  • August 12, 2024
  • 2 replies
  • 153 views
J
Champion
Forum|alt.badge.img+1

Hi Guys, 

I target about 2000+ Accounts with about 5000+ target individuals with a lot the data cleansing needed. No. 1 being linking people to the right accounts. 

Any insights and advice on how to bulk update the linking between people and their accounts would be huge help and $ value. (I’ve explored ways of uploading CSV however without success as it only allows updating of “display company”, not “linked company”) 

likewise, I’m generally good with the system so if anything I could help, please leave a question here. 

Thanks! 

Jason

    Chris Dankowski
    1 person likes this
    • Chris Dankowski
      Chris Dankowski

    2 replies

    ChristianCompton
    Champion
    Forum|alt.badge.img+4

    Hey Jason - Are the prospect’s email addresses the same as the company’s domain? Ideally they should link based on domain matching the email address.

    I would also double check your Account Management settings (Settings → Data Section → Account Management) to ensure you can link people to accounts upon import. 


     

    J
    1 person likes this
    • J
      JasonCheng2405
    J
    Champion
    Forum|alt.badge.img+1

    Hey Christian, 

    Appreciate your advice! 

    I’ve checked my settings, it seems I don’t have this path: (Settings → Data Section → Account Management) . I may have not been given the sufficient level of access from my Admin person. 

    Amid some changes in our process, I will watch it and get that looked at. 

    Thank you for sharing your knowledge, it does sound very good about the auto domain matching and account management settings. I will definitely work to that. 

    Cheers,

    Jason

    Reply


    Didn't find what you were looking for?

    Ask a question
    Terms & ConditionsCookie settings

    Cookie policy

    We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

     
    Cookie settings