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Business workspace / References

Import and browse your reference directory

Use CSV import, directory search, status filters, and the Locations view.

2 min readUpdated October 26, 2026

01

Prepare a CSV

Use headers name, email, phone, company, industry, city, title, and employee_range. Supply valid required contact details, including international + phone format.

Employee ranges are 1–10, 11–50, 51–100, 101–500, 501–1000, 1001–5000, 5001–10,000, and 10,000–25,000. Use the app’s listed values when preparing your file.

  1. 1Open References and choose Import CSV.
  2. 2Select the CSV and review the result shown by the app. Rows are processed individually.
  3. 3Check the saved directory before retrying an import to avoid duplicates.
  4. 4Share individual invitation links or send individual invitations. CSV import does not automatically email a recipient list.

02

Find a saved customer

  1. 1Use Search your references… to search name, company, industry, or city.
  2. 2Use Reference status to choose All statuses, Active, Invited, or Withdrawn.
  3. 3Choose Locations for location cards, or List to return to the table.
Illustrative wireframe · Fictional details
Keep in mind

Locations is not an interactive geocoded map. A saved city/state is useful for search and matching, but does not verify a customer’s address.

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