Follow companies in bulk by uploading a CSV to a Company Group.
1. From your Dashboard, open the Company Groups tab.
2. Create a New Group by clicking "New Group" and naming it. Your group will start empty.
3. Click Import Companies and upload a CSV file with:
Company Name
Company Website URL
Tip: If you use a CRM, you can export a list of companies you’ve worked with and use that file here.
4. Click Match Companies.
The system will process your file and show: ✅ Successful matches and ⚠️ Unmatched rows. You can preview matched companies to confirm accuracy.
Tip: Include website URLs for the most accurate matching.
6. Once you’ve reviewed the matches, click Add Companies to Group.
Your companies will now appear in the group. From here, you can:
Track active projects
Get updates and notifications
Stay ahead of new opportunities
That’s it — you’ve successfully added companies in bulk 🎉