Parent-Child links are a useful way to visualise company relationships and prevent Contact Finder duplicating contacts between Companies from the same group.
If you have been using Evergrowth without making this connection for your records without needing to do it one-by-one in the app
These steps will show how to perform a bulk-update so your Evergrowth system fully captures all the company relationships (those that you are aware of, anyway!)
Steps
Step 1) Create your bulk-update spreadsheet, including the below columns:
Account Name + Account Domain
Then
Child Account Name + Child Domain
OR
Parent Account Name + Parent Domain
Step 2) Populate the spreadsheet, ensuring that the values in the Child/Parent Account Name and Child/Parent Domain rows match a real Account and Domain, respectively
NB. You do not need to populate BOTH for a single relationship
For example, If you have both Nestle and Nespresso, you can simply list Nestle as the Parent. Evergrowth will ignore blank columns.
Step 3) Export your spreadsheet to a CSV file
Step 4) In your Evergrowth Accounts repository, click Add new ➡️ Upload CSV
While importing, set the Workflow to "None" - otherwise, you risk re-qualifying and researching ALL your accounts and potentially wasting many credits!
Step 5) Upload your file and click Create
📚 Additional Reading
📖 Parent & Child Companies - Learn about how this feature works in detail
📖 Bulk Imports - Learn more about the process for importing/updating your Accounts & Contacts en masse