Formatting Guide for Imports

This page refers to the initial file that you upload on the first step of Imports.

Companies imported into Countercyclical are only available through the workspace it was imported into.

Following these guidelines will ensure that your data imports correctly and maps seamlessly with the platform’s existing structure, allowing you to use your own custom data alongside our powerful research and valuation tools.

General Guidelines

  1. File Type: Countercyclical accepts .csv and .xlsx file formats for Imports.

  2. File Size: Each file can contain up to 1,000 rows. For bulk imports exceeding this limit, please split the data into separate files.

  3. Encoding: UTF-8 encoding is recommended for best compatibility.

  4. Headers: The first row in your file must contain the column headers.

  5. Date Format: Use any valid Date Time format (e.g. DD-MM-YYYY, YYYY-MM-DD, etc.) for date fields to ensure consistency.

Required Columns for Company Imports

Each import type requires a specific set of columns. Below are the details for the main types of financial data imports:

Company Metadata

Required Columns:

  • Company Name - Unique name identifier for each company.

  • Website - Website/URL of the company

The website field is essential for providing users with the best data enrichment experience possible. Learn about how Countercyclical enriches data here: Enrichment Data

Column Mapping Options

Countercyclical allows users to map their custom column names to the system's standard format. During the import process, you will have the opportunity to review and map your data fields.

Supported Column Mapping

Countercyclical recognizes the following mappings for key company fields. If your columns have different names, you can manually map them during the import process:

Platform Standard
Required (Y/N)
Data Type

Name

Yes

Text

Website

Yes

Text

Sector

No

Text

Industry

No

Text

Description

No

Text

City

No

Text

State

No

Text

Country

No

Text

Address

No

Text

Data Verification

Validation

After uploading your file, the platform will automatically validate each row based and the column mappings for steps 1 & 2.

Data Preview

Preview the imported data before finalizing to confirm mappings.

PreviousImportsNextExports

Last updated