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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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.
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.
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: