How To Import a CSV Prospect List into the Sales Board

💡 What It Is

You can import prospects into the Sales Board using a CSV file. You can choose to enrich the data with skip-tracing or upload your own complete list without enrichment.

🎯 Why You Want To Use It

This gives you flexibility — either let GlassHouse enrich data for you or bring your own verified list.

⚙️ How It Works

Import Data with/without Enrichment

1. Click the + Import Prospect Group button at the top of the Prospect Groups column.

2. Download the provided CSV template.

3. Prepare your CSV with required fields: Address, First Name, Last Name, and Phone Number or Email (maximum 500 rows).

4. Enter a Prospect List Name — this will be the Group Name when the list is imported to the Sales Board.

5. Choose whether you want to enrich the addresses in this list:

   • Yes: Enriching this list will add additional property data and contact information to the imported prospects, if available. If you import a list with phone numbers and emails, enriched data will be used instead of the data imported in this list. Each row deducts from your reveal limit.

   • No: Phone numbers and emails imported will not be updated, if available. All phone numbers are verified against the DNC Registry.

   
   

6. Choose your CSV file.

7. Click Import. Imported groups show a badge indicating “Imported.”

**Rows missing required fields will be skipped.

⚡ Pro Tip

Start with small test lists to confirm formatting before uploading larger groups.

🙋 FAQs