So, you’ve got a pile of account data and you want to get it working for you in Valuecore. Whether you’re just getting started or cleaning up a mess, this guide will walk you through every step—no guesswork, no filler. If you’ve ever banged your head against a spreadsheet or gotten lost in CSV hell, this is for you.
What you’ll need before you start
- Your accounts data: Usually a CSV or XLSX file, exported from your CRM, billing system, or wherever you keep customer info.
- Access to Valuecore: Make sure you’ve got the right permissions to import data and manage segments.
- A rough idea of the segments you care about: Don’t overthink it, but know what you want to slice and dice—industry, region, customer size, etc.
Step 1: Prep your data (don’t skip this)
Why it matters
Clean data saves headaches later. If your import file is a mess, Valuecore won’t magically fix it. You’ll just get bad segments and a lot of manual cleanup.
How to prep
- Stick to CSV or XLSX. CSV is the safest bet—no weird formatting surprises.
- Columns should be clear: Have one column for each type of info (e.g., Account Name, Industry, Region, Annual Revenue, etc.).
- No merged cells, no formulas: Just raw data.
- Check for duplicates: Don’t import the same account twice unless you want confusion.
- Consistent values: If you have a column for “Industry,” don’t put “Tech,” “Technology,” and “IT” for the same thing. Pick one.
- Headers in row 1: Valuecore expects the first row to be headers.
Pro tip: Spend 10 minutes cleaning up your file now. It’ll save you hours later.
Step 2: Import your accounts into Valuecore
Where to find the import
- Login to Valuecore.
- Go to the “Accounts” section—usually found in the main navigation.
- Look for an “Import” or “Upload” button. (If you don’t see it, check your permissions or ask your admin.)
Uploading your file
- Click “Import” and select your CSV/XLSX file.
- Valuecore will prompt you to map your columns. Match each column in your file to the right Valuecore field.
- Example: “Account Name” → “Account Name,” “Industry” → “Industry,” etc.
- Double-check the mappings. Don’t trust the auto-mapping blindly; computers aren’t great at guessing context.
- Hit “Upload” or “Next.” Valuecore will process your file.
Watch out for: - Errors about missing required fields (like Account Name or ID). Fix these in your file and re-upload. - Warnings about duplicate accounts. Decide if you want to overwrite, skip, or merge.
Honest take
The import tool is decent, but it’s not psychic. If your data’s messy, you’ll get error messages that aren’t always crystal clear. If you hit a wall, fix your file outside Valuecore and try again.
Step 3: Validate the imported data
Why you shouldn’t skip this
It’s tempting to move on, but a quick review saves pain later. Bad imports can break your segments, reporting, or even cause you to email the wrong folks.
What to do
- Go to “Accounts” and spot-check a handful of records.
- Check if key fields (like Industry, Region, Revenue) look right.
- Sort or filter by your main segment fields. Are the values what you expect, or do you see weird typos or blanks?
- If anything looks off, fix your source file and re-import, or make small edits by hand for one-offs.
Pro tip: Don’t worry about perfection. Aim for “good enough” to start. You can always clean up more later.
Step 4: Segment your accounts
Here’s where the fun (and the real value) starts. Segmentation is how you break up your accounts to target, analyze, or assign them.
Decide on your segments
Don’t get fancy. Start with what matters to your team. Most common:
- Industry
- Region
- Customer size or ARR
- Lifecycle stage (e.g., Prospect, Active, Churned)
If you overcomplicate this, you’ll just create segments nobody uses.
How to create segments in Valuecore
- Go to the “Segments” or “Filters” area—usually within the “Accounts” section.
- Click “Create Segment” or “New Filter.”
- Set your criteria. For example:
- Industry = “Technology”
- Region = “North America”
- ARR > $100,000
- Give your segment a name that makes sense to everyone (“Enterprise Tech – North America” beats “Segment 12”).
Save your segment. Now you can use it for reporting, targeting, or whatever else you need.
Honest take
The segmentation builder in Valuecore is pretty straightforward, but it’s only as good as your data. If your “Industry” column is a mess, your segments will be too. Don’t expect magic grouping or AI to fix it.
What works: Simple, clear segments.
What doesn’t: Overlapping, arbitrary, or inconsistent criteria. Don’t try to slice your data fifty ways from day one.
Step 5: Use and refine your segments
You’ve got your accounts in. You’ve built some basic segments. Now what?
Where segments show up
- Dashboards and reports: Filter by segment to see trends.
- Assignment: Give reps or teams specific segments.
- Campaigns or outreach: Target messaging by segment.
Maintain and update
- As new accounts get added, make sure they’re tagged with the right segment fields.
- If your business changes (new vertical, region, etc.), update your segments.
- Don’t be afraid to delete old or unused segments. Clutter helps nobody.
Pro tip
Set a reminder every quarter or so to review your segments. Are people using them? Are they still relevant? If not, tweak or scrap them.
What to ignore (for now)
- Custom fields and complex automations: Unless you’re already a Valuecore pro, stick to the basics at first.
- Bulk edits inside Valuecore: Editing in Excel or Google Sheets is usually faster for big changes. Re-import if needed.
- Trying to segment on every data point: Focus on what actually matters to your team’s goals.
Troubleshooting: Common headaches and how to fix them
Import errors you don’t understand:
Read the error message, but don’t be surprised if it’s vague. Usually it’s a missing required field or a column mismatch. Double-check your headers and required columns.
Weirdly split or merged accounts:
Probably a duplicate Account Name or inconsistent IDs. Clean up your source file.
Segments not working as expected:
Check for typos or inconsistent values in your segment fields. Sometimes “NA” and “N. America” are treated differently.
Valuecore is slow or crashes on import:
Large files can choke the system. Try splitting your file into smaller chunks.
Quick reference: The bare minimum you need
- A clean CSV/XLSX with clear headers and no junk
- Consistent values in the fields you want to segment by
- Patience for one or two rounds of cleanup and re-import
Wrapping up: Keep it simple, iterate as you go
Importing and segmenting accounts in Valuecore isn’t rocket science, but it does reward a little prep work. Don’t try to make it perfect on day one. Get your core accounts in, set up the segments that matter, and refine over time. If something’s not working, fix it in your source file and try again. You’ll save a lot of time and frustration by keeping things simple and being ruthless about what actually matters to your team. Good luck—and remember, messy data is normal. Just don’t let it stay that way.