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.
- 1Open References and choose Import CSV.
- 2Select the CSV and review the result shown by the app. Rows are processed individually.
- 3Check the saved directory before retrying an import to avoid duplicates.
- 4Share individual invitation links or send individual invitations. CSV import does not automatically email a recipient list.
02
Find a saved customer
- 1Use Search your references… to search name, company, industry, or city.
- 2Use Reference status to choose All statuses, Active, Invited, or Withdrawn.
- 3Choose Locations for location cards, or List to return to the table.
Proofly · Acme workspace · Fictional example
Workspace / ReferencesMK
References
Add referenceSearch references
Customer referenceStatusCompleted
Alex Lee · AcmeActive8
Taylor Reed · NorthstarInvited0
Casey Kim · MeridianActive5
Title · VP OperationsEmployee range · 101–500Location · Austin, TX
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.