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How do I add companies to the Custom List?
How do I add companies to the Custom List?
MyAnalyst avatar
Written by MyAnalyst
Updated over a month ago

Adding companies to a custom list are a great way to save searches and organise them. There are multiple ways to add a company to your custom list on the platform.

On the Tracxn dashboard, click on the “My List” option under Custom List

Companies can be added to the Custom List by clicking on 'Add Companies' button

Search & Add Companies

This method is ideal when you want to add a few companies to the Custom list.

  • Select Custom List list name

  • Search for a company(s)

  • Click on 'Add Companies'

Bulk add companies manually

This is ideal when you want to add several companies to the Custom list.

  • Select Custom list name.

  • Click on 'Add Companies'.

  • Type or copy & paste the websites of companies that you want to add to the list.

  • Click on 'Add Companies' option, again.

Note: Please ensure that you enter only company websites to add companies to the Custom List.

  • Valid entries: tracxn.com, amazon.in, freshworks.io

  • Invalid entries: Amazon Inc, Freshworks

Bulk add companies via CSV file

This method is suitable when you want to add a large number of companies to your Custom List

  • Select Custom list name

  • Upload a .CSV file with websites of the companies to be added. Click here to download a sample .CSV file

  • Click on 'Add Companies'

Note: Please ensure that the .CSV file contains only company websites (e.g: tracxn.com, tracxn.io, tracxn.org). Invalid websites and duplicate entries will be ignored

Bulk add Companies using Tracxn URL

This method is ideal when you want to add companies from Tracxn's companies list directly. Simply copy & paste Tracxn's URL to add companies.

Note:

  • Please ensure that the URL only contains list of companies Sample URL

  • Companies which are already added to the Custom List will be ignored

  • You can upload a maximum of 1000 companies in a Custom list

  • If your query has more results in it then please narrow it down using filters

  • You can review the addition/rejections from My Account > Import History

Add companies from any companies list on the platform

Any company on the platform can be added to the Custom List by clicking on the 'Star' icon.

Add companies from the company profile page

  • Visit the company's page whose profile you would like to add to your list

  • Click on 'Add to Custom List' to add the company to your Custom list.

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