There may be instances where your import list contains several domains per account. You can easily import accounts from lists with multiple domains by repeating the full import per domain column.
To keep the account groups consistent with multiple imports from the same list, N.Rich uses the CRM ID as the key factor per import so that the system will understand that you are importing the same accounts but with different domains. Such an import will result in an “account group” on N.Rich that can be viewed and edited on the account list view.
See the template below for an example of a properly prepared account list with multiple domains associated with each account.
A file like this can be imported easily by doing the following:
Import 1st batch: After uploading the excel file containing all the domains, you can select the first domain column when mapping the columns
Import 2nd batch: [Account CRM ID] + [Account Name] + [Account Domain 2]
Import 2nd batch: [Account CRM ID] + [Account Name] + [Account Domain 3]
The system will distinguish between duplicate accounts and domains that have not yet been imported and place them into one group.
NOTE: If you don’t have CRM ID’s available, you are going to have to include dummy values as the CRM ID, otherwise it’s not going to be possible to create account groups with several domains. Also, please be aware about the fact that if you use dummy values as CRM ID’s those will be stored into N.Rich and also shown on the account lists.