Importing existing account lists

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If you have account lists from other reports or your business system, they can be imported into Handle Targets to create bulk actions or Target campaigns. It is also possible to import prospect lists from other sources.

  1. Click the Participants tab
  2. Click Import Participants (Target will autosave before import)
  3. Select the CSV file you would like to load and click Open

Target-Participants_Import_png

  • File must be in CSV format
  • CSV file should not be open in another application
  • Format in one single column of account numbers
  • Prospects cannot be imported directly into Target. Email Support to discuss importing Prospects into Handle
Importing existing account lists

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