Integrations · CSV imports
Start with
the data you have
Bring account, building or market data into Signal OS through CSV and structured imports. Give your existing records a place in the research.
Your connected research
CSV and structured importsAccounts, buildings and market data
Signal OSAccount researchSources stay attachedPeople approve messages
How it fits
CSV and structured imports and Signal OS
Your data gives the research a starting point. Add current sources before deciding how to approach an account.
- Included plans
- Proof of Signal · Focus · Momentum · Command
- Mailbox and calendar capacity
- This connection does not use mailbox or calendar capacity.
- Your source data
- Use data you have permission to import. You remain responsible for its source and accuracy.
In practice
From your file to useful research
Keep the source, check what it tells you and review the next step.
- 01 / Prepare
Choose your source
Define the records and fields you need. Document where the data came from.
- 02 / Check
Check the file
Confirm the supported format and required identifiers before importing.
- 03 / Research
Bring it up to date
Compare imported values with current sources. Keep the findings and next step available for review.
Before you start
What you need
- A Signal OS plan that includes CSV and structured imports
- A supported file format, fields and record identifiers
- Permission to use the source data for this purpose
Before rollout
What to check
- File formats and fields must be supported by the import
- Imported values are not independently verified by Signal OS
- An imported lead or status alone does not establish current buying intent
Connection security
Test it with your team
Check permissions, failed requests, retries and activity records before rollout.