Download your company data in a CSV file to view the following fields (you will need admin access)

• Company Name
​ • Phase
​ • Lead Source
​ • Competitors
​ • Lost Reason
​ • Estimated Spend
​ • Type/Industry
​ • Region
​ • Company Email
​ • Company Notes
​ • Account Manager
​ • Sales Rep
​ • Branch
​ • Rank

Check out this video:

To access your bulk data file please see below:

Download the CSV file

An example of the bulk data download file:

You can update this bulk data file (excluding Customer or Link ID) and re-upload it back into the system to make changes to your account in bulk

**Before uploading the updated bulk data file, ensure you have an original one in case of a mistake.

Note: Please don't change any of the columns or formatting of the file or Exsalerate will not recognize it on uploading

When you're finished editing drag and drop your CSV (comma-separated value format) file into the window. A tick will appear if the upload is successful.

If you wish to upload new companies or new contacts in bulk please refer to contact upload and company upload help docs

Please reach out on the chat if you have any problems with this and we will assist you