Overview
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.
Step-by-Step Guide
1. Prepare Your CSV File
Ensure your CSV file is formatted correctly. Each row should represent a separate account with these columns:
Column | Description |
| Account name |
| ID of the account. Controlling the ID helps to link the account to imported highlights/recordings |
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Example:
name,industry,region,segment,employee_size,account_type,status,arr
Acme Inc,Retail,North America,Enterprise,1000-5000,Customer,Active,120000
BetaCorp,Technology,EMEA,Mid-Market,200-500,Prospect,Active,35000
If your data is in an Excel file, you can easily export it to a CSV format. For more detailed instructions, refer to this guide: How to Export Excel to CSV.
2. Uploading the CSV File to NEXT
Log in to your NEXT account
Open the Accounts settings dialog
Click on the [Create] button, and select the mass upload option
Select your prepared CSV file from your computer
3. Processing the Upload
Once the CSV file is uploaded, NEXT will automatically:
Read each row of the CSV file
Upload each row as individual accounts
Troubleshooting
Common Issues
CSV Formatting Errors: Ensure your CSV file follows the correct format with
namecolumnsFile Upload Errors: Check your internet connection and try re-uploading the file