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How to: Upload Companies to Sailebot

Uploading Companies to your Sailebot in Starboard

Updated over a year ago

Find the campaigns tab

Navigate to the Campaigns tab and select the campaign where you'd like to add the companies. Select you're campaign on the campaigns tab, then go to the Companies tab.

Create the CSV

To prepare the company list for upload, you'll need to create a CSV file. This file must include specific column headers: name and email_domain.

  • The name column should contain the company's name.

  • The email_domain column should include the company’s website address, without the "http://www" portion.

  • Before uploading the file, ensure that any blank cells are removed from the google sheet or excel sheet to avoid errors during the process.

  • Export as a CSV file

Uploading the Companies

When your file is finalized and ready to upload, return to the campaign, click on Actions, and select Upload Companies. Choose your file from the upload prompt, then click Submit to initiate the upload.

Email Confirmation

After completing the process, keep an eye out for a confirmation email from no-reply@sailebot.com to verify the upload was successful.


Other Resources

See more advice and answers from the Sailes Support team in our Knowledge Center↗

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