How do I create and manage custom company lists?

Table of Contents 

Create a New List

Import Lists

Troubleshooting Imports

Edit Lists

Combine Lists

Save and Reference Custom Queries

Share Lists

Custom lists are great for quick access to companies and attributes you want to reuse in your projects. 

Create a New Company List

To create a custom company list, from any existing project, navigate to the Skills/Attributes sidebar.

1. From Companies, hover over the space next to the label and select Browse all. 
2. Click Current Company, then Current Company > Custom Lists > New Company List > Create. You can also import an existing list of companies from a CSV or Excel file. More on that below.
   
3. Name your list. From here, you can add any number of companies you'd like to your list, one on each line. This may be a list of competing companies that you'd like to include in or leave out of your searches. By grouping certain companies together, you save time in future searches by being able to easily add you custom list. You could also copy & paste a list if it exists somewhere already (e.g., a spreadsheet).

   Note:

   While there technically is no limit to the amount of companies you can add to the list, we strongly recommend keeping it at around a maximum of 500 per list, as searches can be affected negatively if too many are added.
   

• Hit the Enter key, and in a few moments, ScaleUp will deliver a mapped company list based on your input. Click Save to save your list. Note, after hitting Enter, and the companies being mapped, you're able to add more companies to the list by hitting Shift+Enter on your keyboard.
  

1. Now you can add your list to the Companies filter in any project to filter out all candidates who match the requirements set in your list. 
2. If ScaleUp is unable to match any companies you input, you can use that keyword as part of your search, meaning ScaleUp will continue to look for any companies that match or contain that keyword in them, or you can go to Table view to manually map that keyword to a company that exists in ScaleUp's database.
   
   

Import Company Lists

1. Head to the Skills sidebar, then Current Company > Custom Lists > New Company List > Import File.
   
2. If you have an existing file, we recommend downloading the approved template, copying over the information to the templated file and reuploading that. If the data is not in the proper format, ScaleUp will not be able to recognize it.
   

   Note:

   When importing Company Name OR Domain fields, these are header fields that must remain in the A1 cell of your CSV file.
   
   
3. Once your file has been successfully uploaded, the list will be created in ScaleUp. Click Save to save your list. You're able to manually match any unmatched companies in Table view. Any unmapped companies will remain in the search as keywords.
   

Troubleshooting CSV Imports

If you experience issues with CSV imports, try these steps:

1. Double-check that your file format is correct and all data is properly formatted.
2. Verify the 'add to marketing contacts' option is selected if applicable.
3. Try deleting and re-uploading the file.
4. If problems persist, contact the Support team with specific details about the import, including the file name and the exact error you're experiencing.

Edit Existing Lists

To edit a company list:

1. Hover over the list from the Skills menu to bring up the three dots (More Options menu), then in the dropdown, click Edit List.
   
2. Hover over the company you want to re-map, click the pencil icon and type in the name of the company you want.
   

Combine Lists

If you have an existing project with manually added companies that are not part of a company list, you won't need to retype or import all those companies. Instead, you can choose to add those comapnies to a company list.

1. From the Companies attribute, hover over the field to bring up the three dots. Then click Add to Company List.
   
2. This will bring up a modal where you can add these companies to an existing list or create a new list based on these companies.
   

Creating Custom School Lists

You can also create custom school lists in the Education filter. When creating a custom school list, ensure that the schools you want to include are available in the system. If you encounter a 'No Data' message, contact Support to request the addition of specific school attributes. For predefined lists like 'Top 30 U.S. Academic Institutions', you may need to submit an attribute request to the Support team to have the list made available across the platform.

Save and Reference Custom Queries

ScaleUp allows you to name and save custom queries with specific definitions. When creating a query:

1. Give it a clear, descriptive name that reflects its criteria.
2. The platform stores the query definition, which you can review when hovering over the query or by checking your saved queries.
3. For additional tracking, you may want to maintain a separate reference document with detailed query specifications.

Share Lists

As an admin user, you're able to share company lists with colleagues. Once shared, the list will begin indexing and appearing in the shared colleagues ScaleUp account. The process should take between 20-30 minutes for lists to fully index.