How Do I Upload a CSV?

About

Goliath lets you import contacts, properties, and catalyst event data from CSV or Excel files. The upload wizard guides you through selecting your file, mapping columns to Goliath fields, and configuring duplicate handling. Large uploads process in the background so you can continue working while Goliath ingests your data.

Step-by-Step Guide

1. Navigate to the Uploads page

   From the Data Hub section in the sidebar, click Uploads. You’ll see the Data Uploads page with three upload type options.

   

2. Choose your upload type

   Select the type of data you’re importing:

   • Upload Contacts: Import people (names, phone numbers, emails, and addresses) to organize and manage your leads
   • Upload Properties for Skip Trace: Import property lists to run skip trace and generate an enriched export
   • Upload Catalyst Events: Import catalyst event data (tax delinquency lists, foreclosure filings, etc.) to identify opportunities

   

3. Select your import flow

   Choose between Quick Import (automatic column detection, best for simple files) or Advanced Import (full wizard with field mapping — recommended for most uploads).

   

4. Select your file

   Upload your CSV or XLSX file. Property uploads also support Google Sheets URLs. Configure duplicate handling — choose whether to merge duplicates into existing records or skip them. For property uploads, optionally enable skip trace to enrich records as they’re imported.

   

5. Map columns and confirm

   Map columns from your file to Goliath fields (e.g., map your “Owner Name” column to Goliath’s Full Name field). Review your settings and click the upload button. Goliath processes the file in the background and you’ll receive a notification when it finishes.

   

Pro Tips

• Property uploads with skip trace: Enable the skip trace option during the property upload wizard to automatically enrich addresses with owner contact information as they’re ingested — no separate skip trace request needed.
• Check the uploads table: The table on the Uploads page shows File Name, Task Type, Status, Records, and Date Uploaded. Use the Type: All filter to narrow by upload type if you have many files.
• Large files: For uploads with tens of thousands of rows or more, consider splitting your file into smaller batches to improve processing speed and make it easier to troubleshoot mapping issues.
• Cancel in-progress uploads: If you need to stop an upload, click the Actions menu in the uploads table. Note that any data already written to Goliath will remain.

Frequently Asked Questions

Q: What file formats does Goliath support?

Goliath accepts CSV and XLSX files for all upload types. Property uploads also support direct import from Google Sheets URLs.

Q: How does Goliath handle duplicate records?

During the upload wizard, Goliath automatically detects duplicates using email and phone matching (for contacts) or address matching (for properties). You choose whether to merge into existing records or skip duplicates entirely.

Q: Can I cancel an upload that’s already processing?

Yes. Open the Actions menu for the upload in the uploads table and select the cancel option. Any data that has already been written to Goliath will stay in the system.

Q: What’s the file size limit?

Goliath can handle uploads with tens of thousands of rows. For very large files (100,000+ rows), splitting into smaller batches improves processing speed and makes troubleshooting easier.

Q: Can I upload and run skip trace at the same time?

Yes. When uploading properties, enable the skip trace option in the wizard. Goliath will automatically enrich addresses with owner contact information as each row is imported.