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Guide

Onboarding Guide: Importing Accounts (Part 2)

Importing accounts

Step five of onboarding is where you load your target accounts into Enki IQ. This article covers what to import, how to import it, and what happens immediately afterwards. It is the only place in the docs that defines the import format and the deduplication behavior; later articles refer back to this one.

Three ways to load accounts

You can import accounts three ways: drop a CSV file onto the upload zone, click to browse for a CSV, or paste account names into the manual entry box. All three add to the same in-memory list, and you can mix them in a single session.

The CSV must include a name (or company) column. Optional columns include domain (or website or url), industry (or sector), size (or employees), and location (or hq or city). Column headers are matched case-insensitively against this short list of synonyms, so a normal CRM export usually works without renaming anything. A downloadable template is available from the import step if you want a known-good starting point.

Manual entry is one account per line. Just the company name is enough; the next step lets you fill in domains. Use this when you have a short shortlist and don't want to leave the browser to build a CSV.

Deduplication

Enki deduplicates as you import, so loading the same CSV twice will not double your list. The key is the normalized domain when present, and the lowercased account name otherwise. "Acme Corp" with domain acme.com and "Acme, Inc." with domain acme.com collapse to one account; two rows with the same name and no domain also collapse. When duplicates are detected, a toast tells you how many were skipped.

Rows that have neither a name nor a domain are dropped silently. Rows that fail to parse cause a CSV-level error toast with the parser's message so you can fix the file and try again.

Domain enrichment

Step six is domain enrichment. Enki splits your imported accounts into two groups: accounts that came in with a domain (these are ready to research) and accounts that arrived with only a name (these need a domain before research can run). You can type domains in directly, and Enki normalizes them as you type (stripping protocols, paths, and www.).

Clicking the enrich button hands the list off to a background worker that looks up missing domains using BrightData. The page shows an indeterminate progress loader while you wait; you can leave the page and come back, and the in-flight job is restored automatically. When enrichment finishes, every account that could be resolved has a domain populated and is ready for the next step.

When enrichment comes back partial

Not every company can be resolved automatically. Some companies have no public web presence, some have ambiguous names that match multiple domains, and some return a domain that looks wrong. The enrichment screen flags accounts that still need review. You can:

  • Type a domain in directly to override or fill the blank.

  • Leave it blank and let Enki skip that account during research.

  • Remove the account from the list before continuing.

If you leave a domain blank, the account is still saved and visible in your list, but it will not be researched until you add a domain later from the Accounts page.

The scoring step that follows performs noticeably better when accounts have domains. Enriched accounts give the scoring model more signal (firmographics, intent indicators, technology stack) and produce sharper tier assignments and KDM matches. The summary on the generate screen calls out how many accounts still need review so you can decide whether to fix them now or push forward.

What happens next

Once enrichment is acceptable, the wizard advances to tier and KDM review. Behind the scenes, Enki begins scoring every account on a dimensional rubric, then identifies and scores the most likely decision makers at each prioritized account. You confirm both before any heavy research starts. That step is covered in Tier review and KDMs.

Next steps

Read Tier review and KDMs to learn how Enki ranks your accounts and how to confirm the key decision makers it identifies. After that, Your first territory plan explains what happens when you click generate.