Custom Lists

Import, Enrich & Segment with your custom CSV lists in Reo.Dev

Reo.Dev Lists 2.0 introduces the ability to import and enrich lists with custom columns for both Accounts and Developers. This feature enhances segmentation, prioritization, and team collaboration by enabling:

• Custom CSV Imports with additional columns beyond standard data.

• Enrich accounts/developers not tracked in Reo, with technographic insights

• Advanced Segmentation based on custom column values.

• List Sharing & Team Collaboration for personalized outreach strategies.

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Importing Lists in Reo.Dev

A. Importing a List (CSV Upload with Custom Columns)

Reo.Dev supports CSV file uploads for list creation. The platform allows users to import custom columns that can later be leveraged in segmentation and targeting.

Step 1: Navigate to Tools > Lists

Step 2: Click on Import and Enrich

Step 3: Choose the List Type i.e Accounts or Developers.

Step 4: Upload your list and then click on Next

Step 5: Select the column in your list that contains the company domain/website. This is mandatory for import success.

• For Account Lists → Choose Company Domain/Website

• For Developer Lists → Choose LinkedIn Profile URL, GitHub ID, or Email

Why is this important?

Reo.Dev maps your list against its database for enrichment based on the primary key column:

• For account lists, this is the Company Domain Name/Website.

• For developer lists, this is the GitHub ID, LinkedIn Profile, or Email.

Incorrect mapping of the primary key column will result in an import failure.

Then, click on Next.

Step 6: Map custom columns to field types

Each column in your uploaded CSV needs to be mapped to a specific field type to ensure accurate data processing. Below is a sample dataset illustrating how different types of fields are mapped during the import process:

Column Name	Field Type	Example Data	Notes
Company Domain Name	String	example.com	Primary key for account mapping
6QA Intent Score	Integer	85	Numerical data
6QA Buying Stage	String	Awareness	Categorical text values
Last Contact Date	Date	25/01/2025	Must be in DD/MM/YYYY format

Best Practices for Field Mapping:

• For numerical values, map as Integer.

• For text-based values or links, map as String.

• For date fields, use the DD/MM/YYYY format.

Once you've mapped the columns, turn the import status toggle on for the columns you want to import. Then, click on Next.

Columns left unmapped and checked won’t be imported.

Step 7: Provide List Details:

• Enter a List Name (e.g., "Target Accounts APAC- April 2026")

• (Optional) Add a Description for context.

Step 8: Select how you want to import your list. There are 2 options here:

a. Import only accounts already in Reo: Imports accounts that are already tracked in Reo. Any new accounts tracked in Reo in the future are automatically added. This option does not consume any credits.

b. Import all accounts; Enrich those not in Reo: Imports all accounts from your list, including those that aren't tracked on Reo. Accounts not already tracked in Reo are enriched with technographic insights.

Note: This option consumes 3 credits per account for each account not already in Reo.

Click Save Changes to Continue.

You will receive an email notification once the import is complete, and the list will be available in the Lists panel under "My Lists."

The import process may take 15–30 minutes for smaller lists and a few hours for larger datasets, depending on the list size.

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Managing and Actioning on Lists

Once you've uploaded a list in Reo.Dev, you can manage and take a bunch of quick actions from the 'My Lists' tab:

1. Type - View and filter list type i.e Accounts or Developers

2. Total Count - View the total number of accounts/developer records in the list.

3. Status:

   1. Processing - This indicates the list is still being enriched

   2. Failed - This indicates the list has failed to import.

   3. Completed - This indicates all accounts have been enriched

   4. Enrichment Incomplete - This indicates some records could not be enriched due to insufficient credits. You can purchase more credits to resume the enrichment.

   

Note: Adding credits does not automatically resume enrichment. Once you've topped up your credits, navigate to the list with incomplete enrichment, open the 3-dot menu, and click Resume Enrichment to continue enriching accounts/developers.

1. Actions:

• View Imported Lists - Click View Accounts/Developers to see the enriched data.

Note: Enriched accounts will display Reo.Dev data alongside custom columns. Unmapped accounts/developers remain visible in the list but have no initial enrichment.

Note: If an unmapped account or developer later engages in developer activity that Reo.Dev tracks, the system will automatically enrich their profile. At that point, you’ll see the added intelligence alongside your custom column data in the custom list.

• Download the list to export this data

• Enable Alerts - Click on the bell icon to receive alerts whenever there is a new developer/account activity.

• Share Lists with Team Members

Shared lists appear in the "Shared Lists" tab for recipients.

• Delete lists - If you no longer need a list, you can delete it permanently

Warning: Deleting a list is permanent and cannot be undone.

• Set as default view : You can set a list as default so every time you land on the Accounts or Developers dashboard, you’ll instantly see the accounts/developers from that default list.

• View Credit Consumption: View a summary of the number of credits consumed for enriching a particular list.

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Creating a Blank List & Using It for Sliced Data

Steps to Create a Blank List:

1. Go to Lists → Click on Create New

2. Choose List Type (Accounts or Developers)

3. Provide List Name & Description (Optional)

4. Click Create.

Real-World Use Case:

A Sales Manager uploads a list of 100 accounts. After enrichment with Reo.Dev data, they filter high-intent accounts.

• They create two blank lists:

  • Hot Accounts Jan - John

  • Hot Accounts Jan - Sarah

• They manually add 50 high-priority accounts to John’s list and 50 to Sarah’s.

• They share the lists with notes explaining the selection strategy & assigning those accounts to the rep.

Why use blank lists?

• Helps divide & assign leads across SDRs.

• Allows manual curation for targeted follow-ups.

• Provides team flexibility in handling prospects.

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Adding Accounts/Developers to a List from UI

You can now add accounts/developers from the Reo.Dev UI into a list.

Steps to Add Members to a List:

1. Go to Accounts or Developers Panel

2. Select profiles to add

3. Click Add to List

4. Select the appropriate list

Note: The List names in the dropdown are dynamically filtered based on the panel you are in:

• If you're in the Accounts panel → Only Account-type lists will be shown.

• If you're in the Developers panel → Only Developer-type lists will be shown.

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Additional Resources & Playbooks

• Developer ABM Playbook Collection → Check it out here

• Upcoming Update: New playbooks featuring Lists 2.0 are coming soon.

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Summary:

• Import Custom Columns for advanced segmentation

• Seamless CSV Imports with Reo.Dev enrichment

• List-based segmentation for prioritization

• Advanced Team Collaboration with list sharing

Start leveraging custom lists today to refine your Developer ABM strategy!