Step 1: Access Import List
Under Lists, click on 
. Import List serves as a quick way to personalise and grow your feed by uploading Companies, People, or Investors of interest via
CSV.
(Optional): Download Template
Download our CSV Template to format your file for smoother processing.
Step 2: Upload file and Import
Upload the CSV file by simply clicking the 
button or dragging and dropping. Specter will get back to you confirming the results of the Import.
Step 3: Import Processed
Once processed, you’ll receive a breakdown like this:
Note: If records are unmatched, we are notified and will add them in due course.
Step 4a: Save Matched companies into an existing list
Click Save to List, select the list or search and either click directly on the list or press add to list.
Step 4b: Save Matched companies into a new list
Select Create New List, enter your new list name and select the list, as above.
