Best Practices
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      Best Practices: Uploading a Suppression File

      Utilize this service to upload a loyalty file into AccuLeads to exclude consumers or businesses from prospect lists and orders.

      You have access to the Customer File Suppression feature within the AccuLeads Data Services Portal. Please note that processing client files may incur additional fees. Contact the Client Success team for further details.

      For a quick tutorial, check out this video in our AccuLeads Academy playlist on YouTube:

      Uploading Your Suppression File

      • To create a Customer File Suppression, navigate to the “Data Services Portal” at the bottom of the AccuLeads homepage. Click “Start Search” to begin.
      • The Customer File Suppression information page will load. Here, you can read
        additional information about Customer File Suppression in the AccuLeads
        environment. Click “Next” to continue.
      • Choose the AccuLeads database against which you will be suppressing your client file.
        For example, if you are using Compact Consumer Plus for your counts and orders,
        you will want to enable your input file to suppress against this database. Click
        “Next” to continue.
      • The Upload Customer File page loads. Here, you will have access to tips on how to
        format your file to ensure the best possible match rate. Once your file is formatted
        accordingly, mark if your file contains a header row, and then click “Select” to
        navigate to the location of your file. Once added to AccuLeads, the name of your
        input file will display in the upload field. Click “Upload” to continue.
      • Once your file has been uploaded, you will see the name of your file and the
        number of records within it in the Right Navigation Panel. In the event that you have
        uploaded the incorrect file, click the “Change to New Client File” button to begin the
        upload process again. Otherwise, click “Next” to continue.
      • The Map Customer File page loads. Here, you will match the column headers on
        your input file to the fields that AccuLeads requires. AccuLeads will attempt to
        match these fields where possible. To map a field in your input file to the
        AccuLeads layout, click the drop-down menu and choose accordingly.
      • Once all required fields are mapped, click the “New Mapped Records” link to ensure that all data columns are aligned accordingly. Click "Next" to continue.
      • Click "Place Order" to finalize the Suppression process.

      Apply Your Suppression File

      • Once your input file has been transformed for suppression, you will receive an Order ID that you can apply within the identified database. You can find your suppression Order ID by choosing “My Analytics/Services” from the My History menu. Choose the “Customer Suppression” tab to proceed.
      • To apply your suppression file, begin a count. Once your geographic and demographic selections have been added, click the “Suppression” tab in the left-hand navigation panel. Two options are available: Suppress Order and Suppress Count.
      • AccuLeads defaults to the Suppress Order option. You can either manually enter your suppression Order ID into the table or click the “Find” icon to look up the number.
      • Upon clicking “Find,” the Order Suppression Lookup page loads. Here, you can search for suppression Order IDs or choose from the available options.
        • Two types of Order IDs are available: 8-digit numeric IDs and 9-digit alphanumeric IDs. The 8-digit IDs are previous orders that are available for suppression, and the 9-digit IDs, which are preceded by the letter “C,” are customer suppression orders.
      • Click to select the appropriate suppression Order ID and click “Add Selected Results” to continue.
      • You can verify that your suppression Order IDs have been added to your count by looking at the bottom of the Products and Services panel on the right-hand side of the screen.

      Preparing Your File for Upload

      Occasionally, issues within a file prohibit successful uploads from occurring. We recommend the
      following steps to prepare your file for upload. As always, please don't hesitate to contact the Client Success team for help.

      Check out this video and knowledge base article to learn how to clean your file before uploading it. 



      If, after completing these steps, your file upload continues to error, please contact the Client Success team at 800-732-3440. The issue may be related to match rates falling below the minimum threshold that AccuLeads defines.

      AccuLeads Support

      Please call our Client Success team by dialing 800-732-3440. For technical support, please contact the AccuLeads HelpDesk by dialing 800-732-3440.