How your agency moves onto Cadrial: the four stages, what to have ready, what to export from the system you use today, and how we look after your data along the way.
You tell us how your agency works and send the files you already have, messy or not. We clean them, build your workspace, and show you everything before it goes live.
You do stage 1. We do the heavy lifting in 2 and 3, and check with you at each step.
None of it has to be perfect. If you don't know an answer, leave it blank and we'll ask.
Everyone who needs access, with their work email, office and title, and who owns accounts.
How your accounts are split (by state, by rep, or your own way) and which group of people covers each.
Company and contact types, tags, pipeline stages in order, and the date fields you track.
The lines you represent. A link to your line card or a list of names is enough.
Agency only, per salesperson, per team, or a mix, and how you handle POS and OEM reports today.
Companies and contacts from the system you use now. Excel or CSV straight out of it is fine.
The columns we look for in each file. Required columns we can't work without; the rest make the result better. Column names don't have to match.
One row per company location. Two offices of the same company are two rows.
| Column | Needed? | Notes |
|---|---|---|
| Company Name | Required | The name only, no city tacked on ("Raytheon", not "Raytheon - El Segundo"). Cadrial shows the city next to the name. |
| Address | Needed | Street address. |
| City | Needed | — |
| State | Needed | Two letters (CA) or the full name. |
| Zip | Needed | This is how each company is placed in a territory, so please include it. |
| Type | Recommended | Whatever you use today, e.g. Customer, Prospect, Distributor or OEM. We keep your values as they are. |
| Phone | Recommended | Main number. |
| Website | Recommended | — |
| Rep / Salesperson | Recommended | Who owns the account, e.g. the rep's name as it appears in your system. We use it to set territories and owners. |
| Industry / Market | Optional | Becomes a company tag (e.g. Mil/Aero, Medical). |
| Parent Company | Optional | Only if a location rolls up to a parent that's also in the file. |
One row per person, in the same export as the companies if possible.
| Column | Needed? | Notes |
|---|---|---|
| First Name | Required | — |
| Last Name | Required | Rows without one (e.g. a "Main" switchboard line) are set aside. |
| Company | Required | Must match the Company Name in file 1 exactly, so each contact lands on the right company. |
| Company City / State | Recommended | Which office they work at, when a company has more than one location. |
| Recommended | Lets the Outlook add-in recognize them when you log an email. | |
| Job Title | Recommended | — |
| Business Phone | Recommended | — |
| Mobile | Optional | — |
| Address / City / State / Zip | Optional | Only if different from the company's. |
| Type | Optional | e.g. Buyer, Engineer or Purchasing. |
The lines you represent. A list of names and websites is enough; we'll look up the rest.
| Column | Needed? | Notes |
|---|---|---|
| Manufacturer Name | Required | — |
| Website | Recommended | We look up the address and phone from it. |
| Principal contacts | Optional | The people you work with at each line: name, title, email, phone. |
Bring history if you want it in Cadrial from day one. We agree the cut-off with you first.
| Column | Needed? | Notes |
|---|---|---|
| Activities / call notes | Optional | Date, company, contact, who logged it, and the note text. |
| Opportunities | Optional | Company, manufacturer, part numbers, value, stage, and expected close date. |
| Last activity date | Recommended | Per company. Lets us leave inactive accounts behind (e.g. nothing in 3 years). |
| Past commission reports | Optional | The files manufacturers send you, as they arrive (Excel, CSV or PDF). |
Excel or CSV is fine. A straight export from your CRM, ACT!, Outlook or a spreadsheet works. One header row, one sheet per file, no merged cells.
Send everything, even if it's messy. We clean names, merge duplicates, fix addresses and match contacts. Anything that needs a decision comes back to you in an Issues list before anything is imported.
Keep ZIP codes as text if you edit the file in Excel, so leading zeros and ZIP+4 aren't lost.
Several offices or reps on one account? Include each location. We match duplicates and link every contact to the right office.
Your form lives at a link we send to your agency lead. There is no account to create and nothing to guess.
Uploads go straight to private storage. There is no public link to any file you send.
Your answers and files are read by the Cadrial team setting up your workspace, and no one else.
You see the Issues list and sign off before any of your data goes into your workspace.
Your onboarding link was emailed to your agency lead. It looks like onboarding.cadrial.com/i/… and opens your agency's form directly.
Anyone with the link can see and edit your answers, so share it only with people at your agency. Lost it? Ask the Cadrial team for a new one.