Importing companies
CSV import, manual entry, and what happens during deduplication.
You can add companies to Client Path through three paths: manual entry, CSV import, and the API.
Manual entry
- Go to Companies in the main navigation.
- Click Add company.
- Fill in the legal name and domain. Both are required.
- Optionally add contacts: name, email, and role.
- Click Save.
The company is created immediately and is available to include in research runs.
CSV import
The CSV import path is the fastest way to add a large list of prospects.
- Go to Settings > Import.
- Download the CSV template and fill in your data.
- Upload the completed file.
- Review the preview table, which shows how each row will be mapped.
- Click Import.
CSV columns
| Column | Required | Notes |
|---|---|---|
legal_name | Yes | The company's registered name |
domain | Yes | Primary web domain without https:// |
industry | No | Free text |
headcount | No | A number or range (e.g. 50-200) |
contact_name | No | First contact's name |
contact_email | No | First contact's email |
contact_role | No | First contact's role |
tags | No | Comma-separated tag names |
Deduplication during import
If a row's domain matches an existing company record, the import updates the existing record rather than creating a duplicate. Fields present in the CSV overwrite existing values; fields not present in the CSV are left unchanged.
If you want to review potential duplicates before importing, use the --dry-run preview mode which shows what would be created vs updated.
API import
If you are integrating with an external CRM or data source, you can import companies programmatically via the API. See the API reference for endpoint details.
After import
Newly imported companies appear immediately in the company list. They have no findings or scores until you include them in a research run.
See also: starting a run, companies.