Upload Contacts and Organizations Integration Guide
Last updated Aug 28th, 2024
Overview
Organize the custom Contacts and Organizations that you upload into Common Room for easy access and filtering.
Setup
Open Common Room.
Navigate to Settings → Signals.
Select "Upload contacts and organizations"
Select whether you are uploading contacts or organizations
Name your signal with a descriptive name
Upload your data
Uploading contacts
For contacts, you will upload an approved file type that follows our formatting template
You can upload .csv, .tsv, .xls, .xlsx, and .txt file types.
The following member fields are currently supported:
Email
Identifier
Full Name
First Name
Last Name
Company Name
Company Domain
The company domain must contain at least one . in the url, and should be formatted as one of the below:
optional http(s): (https://youtube.com)
optional www prefix: (ex: www.commonroom.io)
No paths or query params (ex: https://www.commonroom.io/docs/get-started/)
Safe rfc3986 characters
LinkedIn URL / Handle
Github URL / Handle
Twitter URL / Handle
Discord Username
Website URL
Location
City
Country
Region
Avatar URL
<Custom field>
Match Contact data to existing Contact fields in Common Room.
Review Contact data prior to completing your import.
Complete your data import after you've matched and reviewed your Contact data.
Uploading organizations
For organizations, you will copy / paste your list of organization URLs into the Add organizations dialog. We support uploading up to 500 organizations at a time
Review Organization URLs to ensure that they are correctly formatted with a single url per line
Complete your data import to see your organizations in Common Room