Account lists

Account lists allow you to group, track, and filter by any number of organizations. Account lists can be created via import, organization searches, and a combination of the two.

An account list can be used as a filter in Organization search.

Import account list

If you already have a list of accounts you want to bring into Sumble you can import it in a few steps.

1. Format your account list as a CSV with the columns

   • Organization name

   • Organization url

   • Organization location

2. Click the Import Accounts button in the upper right corner, or click here

3. Click Upload CSV file

   1. If you have more than 1000 accounts you'll need to use this tool to split your file

4. Choose the columns in your CSV that map to the required columns

5. Validate the Sumble organization matches that are made

6. Click Confirm

7. Choose what list to add the accounts to, creating a new list of desired

Create account list from search

If you're using Sumble to find new accounts, you can create account list for the results of organization filters.

1. Filtering the organization page

2. Click the Save as Account List button at the bottom of the page

3. Choose the number of accounts to add to the list

4. Name the account list

5. Click Save as Account List

Create account list from organization

If you've found an organization that you'd like to create a new list or add to a new list you can do so quickly.

1. Click the star icon, , next to the organization name in the organization table/organization page
2. If you'd like to add the organization to an existing list, select it. Otherwise, select New list from the menu that appears

1. Name your list!

Using account lists

You can use account lists to filter organization search to only the account in a specific list(s).