Set Up Your Accounts Channel

The Accounts channel provides actionable insights, updates, daily top articles, and competitor activity tailored around the companies you track.

 

Your personal accounts can be uploaded to the “Accounts Channel” in three different ways: manually adding one-by-one, importing from CRM, or uploading from an XLS/CSV file.

 

Manually Adding Accounts

1. Being sure to separate objects one per line, type in companies, tickers, or SEDOLs under “Add Your Accounts”
2. Click Add to List to finish adding your desired accounts
3. Click Create Channel in the top right corner to save

 

 

Note: If the added company is an incorrect match or not covered, see: Edit Incorrect Company Matching

 

Importing Accounts from CRM

1. Click Import from Salesforce
2. Sign in to your Salesforce account
3. Click Allow to grant FirstRain access to your Salesforce
4. Select desired accounts and click Import
5. Click Create Channel in the top right corner to save

 

 

Uploading from XLS/CSV

1. Click Upload XLS/CSV
2. Select desired CSV file 
3. Click Create Channel in the top right corner to save

 

 

Note: All Account channels can be re-named by selecting in the “Channel Name” bar and typing a new name or your choosing. For more information on re-naming channels, see the section: Rename Channels