Skip to main content

Mass Upload accounts (CSV)

Mass Upload in NEXT lets you import many accounts at once. Each row represents one account. This is ideal for onboarding CRM exports or account lists.

Supported columns​

Each row creates one account. The importer accepts either the plain account field names (name, id, industry, ...) or the same fields with an account_ prefix (account_name, account_id, account_industry, ...). That makes it easy to reuse CSV exports that already use the highlight-import naming convention.

Supported fields:

ColumnDescription
name or account_name (required)Account name. Rows without a name are skipped.
id or account_id (optional)Stable source identifier. Use this if you want predictable account IDs across imports.
industry or account_industry (optional)Industry value stored on the account.
region or account_region (optional)Region or geographic grouping.
segment or account_segment (optional)Segment classification such as SMB or Enterprise.
employee_size or account_employee_size (optional)Employee count or employee-size bucket.
account_type or account_account_type (optional)Type such as customer, prospect, or partner.
status or account_status (optional)Account status value.
arr or account_arr (optional)Annual recurring revenue. Must be numeric.

The importer reports unknown column names so you can catch typos like employeeSize instead of employee_size.

Example CSV​

name,id,industry,region,segment,employee_size,account_type,status,arr
Acme Inc,acme-001,Retail,North America,Enterprise,1000-5000,Customer,Active,120000
BetaCorp,beta-001,Technology,EMEA,Mid-Market,200-500,Prospect,Active,35000

How NEXT processes the file​

  • Every valid row becomes one account.
  • If you provide an id or account_id, NEXT derives the internal account ID from that value. If you do not provide one, NEXT derives it from the account name.
  • arr is parsed as a number. Non-numeric values are rejected.
  • Unknown columns are reported as import errors.

Upload the CSV in NEXT​

  1. Log in to NEXT.
  2. Open the Accounts settings dialog.
  3. Click Create and choose the mass-upload option.
  4. Select your CSV file.

Troubleshooting​

  • Rows were skipped: Check that every row has name or account_name.
  • ARR import failed: Ensure arr contains only numeric values such as 120000 or 35000.5.
  • Unexpected field errors: Compare your column headers against the supported names above. The importer only accepts the documented fields.

If your data starts in Excel, export it as CSV first. Microsoft’s guide is here: How to export Excel to CSV.