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    Mapping contact import fields

    By Lilly Staniforth on Nov 13, 2019 2:59:04 PM

    The purpose of mapping is to match up the information in your CSV file that you’re uploading to the correct field in MonitorBase. 

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    Converting an Excel File into a CSV File

    By Lilly Staniforth on Nov 12, 2019 3:40:50 PM

    When uploading a file into MonitorBase, the file must be saved as a CSV (comma-separated values) file. To save your file as a CSV file, open up your file in Excel.

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    How to upload prospects

    By Emma Nielson on Jan 25, 2019 6:55:56 PM

    To upload your prospects, log into your MonitorBase account, click on ‘Prospects’ on the navigation bar on the left, then click ‘Upload’. You will be taken to Step 1, shown below. 

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    How often should I update my monitored database?

    By Louis Zitting on Mar 9, 2017 2:46:51 PM

    We have many users asking the question "how often should I update my monitored database, and what datasets should I include when uploading new prospects?" In short, you should update your monitored database at least monthly, and here's why:

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