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How do I upload a file for a Company Data HealthScan?

To upload a file for a Company Data HealthScan, make sure you are logged into your account and on the "Optimizer" tab. Click on the teal “Upload Data” button on the upper right-hand side. Next click on the box with the building icon that says company-related data and choose "Source your contacts from a customized CSV file." Click on Select a File and you will then be brought to your computer's files. Select the desired file and click on “Upload File." This will bring you to the File Mapping page.

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