Using Custom Info and Custom Fields
You can import custom columns from a spreadsheet, complete with your unique information, directly into DataFox.
We'll show you how to do so with this step by step process:
Step 1: Click the dotted icon within a list or search page.
Step 2: Click the 'Manage Custom Columns' button.
Once you click the button, you will automatically be taken to the Settings module.
Step 3: Add Custom Fields from the Settings Page.
Once selected, you can define what type of column you want to create (Text, Number, or Date fields).
You can also create a Picklist, where you can define values for a drop-down. Or you can add a Teamlist, which will include a drop-down of DataFox users on your team account.
Optional: Bulk Append DataFox Columns with Custom Data
With these columns created in DataFox, you'll need to collect the company information you'd like to import into an Excel or CSV file format.
Note: This information is exportable from most all CRM solutions. If you're using Salesforce as your CRM, take a look at this article detailing DataFox's seamless integration:
Whichever file format you choose, the first two column names MUST be 'Name' and 'URL'--any subsequent columns can be named however you choose:
With this data in order, return to your DataFox home dashboard and select Upload List to import a list.
And select the option that allows you to import a CSV or Excel file. You can always reach out to email@example.com if you experience import issues:
DataFox will quickly search for and notify you of any missing integral data. Any fields missing a 'Name' or 'URL' field will be omitted.
Unmatched rows are collected in a separate CSV file, which you can send to DataFox Analysts for final resolution.
We strongly recommend this option, particularly with larger list sizes, as it guarantees 100% matching of your accounts to DataFox profiles.
Your list will appear under the 'My Lists' tab in your home dashboard under the name of your original spreadsheet file, which you can click on to see your freshly imported Custom Columns:
Uploading Custom Columns to the Data Table View
You can upload your custom columns to the data table view. There are two steps to do this. First, recall how we created a custom column earlier. We'll use that below:
Step 1: Select Custom Columns.
Click the Conference or Lists tab and select Custom Columns.
Step 2: Selecting a Custom Column to display in the Data Table View.
Once inside the Custom Column window, your custom column(s) should be visible in the Active Columns tab.
Once set in the active column, IT will appear in the data table view. Remember that you can drag where you want your custom entry to appear in the Active Column field.
Still have questions? Reach out to us at firstname.lastname@example.org.