Account List Upload File Requirements
Account lists can be generated from file uploads that you can export from your systems into CaliberMind to quickly filter your reports by groupings of accounts.
When there are criteria for a list that are not easily accessible in CaliberMind or if you want to use a list of accounts provided by a vendor or enrichment tool, list uploads are the way to go.
We must have at least one of the following fields to properly match account records:
- Account ID
For a step-by-step guide on creating a list upload, click here.