If you log your accounts in Salesforce, you can easily export your account list to Nudge and start seeing insights on the companies.

Export your Accounts from Salesforce:

  • Log into your Salesforce account and navigate to your Account Report
  • Review your account details, and you’ll need to add the website URL for each company
  • The website field can be found on the left hand side, closer to the bottom – drag and drop the website field to the right of the other columns
  • Then click Run Report 
  • On the next screen, click Export Details
  • Make sure the export is in .CSV format
  • Then select Export 

Review File:

  • Once the export is complete, review the .CSV file
  • Nudge only requires 2 fields: Account Name and Website – delete all other columns

Import your Accounts into Nudge:

  • Log into your Nudge account
  • On the left hand side of your homepage, find your company lists and click Create
  • Select List of Companies
  • Name your list
  • Select .CSV as your method of list creation
  • Click Next
  • Select your file and hit Upload
  • Nudge will then process the list to find news and social updates ( this will take longer for larger lists)
  • Check your list for actionable news and social insights 

Next, learn how to Upload your LinkedIn Contacts. 

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