> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md).

# Map accounts from CSV or CRM

Match CSV rows or CRM accounts to NationGraph institutions with AI-assisted mapping and review controls.

### What mapping does

Mapping helps you connect your CSV rows or CRM accounts to the right institutions in NationGraph.

NationGraph compares each record against its institution database and returns the most likely matches for you to review.

After review, you can keep the top match, switch to another option, remove duplicates, and save the final result.

Use **CSV mapping** when you want to create a workspace from a file.

Use **CRM mapping** when you want to connect accounts from Salesforce or HubSpot.

### What you need to map

Map at least one primary field:

* **Name**
* **NationGraph ID**
* **NCES code**
* **FIPS code**
* **IPEDS code**

You can also add secondary fields:

* **Website** → **Domain**
* **State**, **Billing State**, or **Province** → **State**

### What improves match quality

Select only the institution types you target.

A narrower scope gives better matches.

Add **Domain** when you have it.

### What to review before saving

Check each result with:

* Confidence score
* Match type
* Number of matches
* Alternate match options
* Duplicate detection

### Export mappings as CSV

You can export existing mappings as CSV when you need to audit, share, or review the results outside NationGraph.

This is useful when:

* an ops team needs a copy of the mapping output
* you want to review matched versus unmatched records
* you need a handoff before saving downstream changes

See [Advanced CRM Actions](/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md) for a walkthrough of CRM push history and mapped-institution exports.

### Map a CSV into a workspace

Start in **Workspaces → Create Workspace → Upload CSV**.

Click this link to watch [video](https://screen.studio/share/LvTgv7ON)

{% embed url="<https://screen.studio/share/LvTgv7ON>" %}
CSV mapping walkthrough
{% endembed %}

{% stepper %}
{% step %}

#### Upload your CSV

Choose the file you want to map into NationGraph.
{% endstep %}

{% step %}

#### Select a primary match field

Map one CSV column to at least one primary field.

Use **Name** when your file has organization names.

Use **NationGraph ID**, **NCES code**, **FIPS code**, or **IPEDS code** when you already have stable identifiers.
{% endstep %}

{% step %}

#### Add optional secondary fields

Map **Website** to **Domain**.

Map **State** to **State**.

These fields improve match accuracy.
{% endstep %}

{% step %}

#### Choose institution types

Select only the institution types you want to target.

For example, choose **K-12 school districts**, **counties**, **state agencies**, or **special districts**.
{% endstep %}

{% step %}

#### Run CSV mapping

Start the mapping flow and review the proposed matches.
{% endstep %}

{% step %}

#### Review and adjust matches

Use the confidence filter to focus on stronger matches.

Open alternate match options when more than one institution looks valid.

Delete rows that do not belong.

Review duplicates before you finalize the workspace.
{% endstep %}

{% step %}

#### Create the workspace

Name the workspace and create it when the mappings look right.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Use the institution-type filter early. It narrows the candidate set before you review matches.
{% endhint %}

### Map CRM accounts with AI

Start after you connect [Salesforce](/nationgraph/help-center/readme/integration-overview/crm-integrations/salesforce-integration.md) or [HubSpot](/nationgraph/help-center/readme/integration-overview/crm-integrations/hubspot-integration.md).

Click this link to watch [video](https://screen.studio/share/rUzNewkM)

{% embed url="<https://screen.studio/share/rUzNewkM>" %}
CRM mapping walkthrough
{% endembed %}

{% stepper %}
{% step %}

#### Start the import flow

Open the CRM mapping flow from your connected CRM.

You can import all accounts or start from the subset you want to map.
{% endstep %}

{% step %}

#### Select a primary match field

Map at least one CRM field to a primary field.

Most teams start with **Account Name** → **Name**.

If your CRM stores stable identifiers, you can also map **NationGraph ID**, **NCES code**, **FIPS code**, or **IPEDS code**.
{% endstep %}

{% step %}

#### Add optional secondary fields

Map **Website** to **Domain**.

Map **Billing State** or **Province** to **State**.

These fields improve confidence.
{% endstep %}

{% step %}

#### Choose institution types

Select the institution types that match your CRM data.

A narrow selection improves matching quality.
{% endstep %}

{% step %}

#### Run the search

Start the search and wait for NationGraph to return proposed matches.
{% endstep %}

{% step %}

#### Review and clean results

Filter by confidence score and match type.

Open alternate match options when multiple institutions are plausible.

Show duplicates to catch multiple CRM records mapping to the same institution.

Delete results that do not make sense.
{% endstep %}

{% step %}

#### Save mappings

Save the mappings when the results look right.

You can come back later and import more accounts.
{% endstep %}
{% endstepper %}

{% hint style="success" %}
Map **Domain** whenever you have it. It usually gives the strongest lift in match quality.
{% endhint %}


---

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