Preview Files

Preview files will allow you to see what your list of contacts or companies looks like and gives you the ability to remove contacts or companies prior to spending data credits. You can include preview files when exporting to Excel in Contact Search and Target Accounts.


Including a Preview File

To include a Preview File:

  1. Build a list of 500,000 or fewer contacts
  2. Individually select contacts/companies or simply click Export in the top navigation bar and select Excel

  3. Name your List and check the box next to 'Include preview file', add any suppression lists or limits and click Export.

  4. Your file will begin processing and you'll receive a notification via email when it's done.

    Note: you must have enough data credits for the full list in order to process the list and view the preview file. If you do not have enough data credits for the full list, try either refining your search to decrease the results or limiting the list under the Limits tab.

Viewing a Preview File

To view a Preview File:

  1. Once the list is processed, go to My Lists (exported Target Account lists can also found in Target Accounts)
  2. Find your list and click the ... icon under Actions and select Download Preview File


  3. A CSV file will download as the list name

Data Fields included on Preview File

IncludeIdentifies whether the contact is included in the export list (Y or N)
Column Name
Description
Zoom Individual ID
Unique identifier for the person
Has Direct PhoneIndicates whether or not we have direct dial information for that specific contact (Y or N)
Has EmailIndicates whether or not we have email information for that specific contact (Y or N)
Job title
Person's title at current place of employment
Job FunctionPerson's job function at their current place of employment
Management Level
The person's management level at their current place of employment
Person Street
Street for the person's work address
Person City
City for the person's address
Person State
State or province for the person's address
Person Zip
Postal code for the person's address
Country
Country for the person's address
Zoom company ID
Unique identifier used by ZoomInfo for company
Company name
Name of the person's current company
Company Street address
Street for the current company headquarters.
Company City
City for the current company headquarters.
Company State
State or province for the current company headquarters.
Company ZIP/Postal code
Postal code for the current company headquarters.
Company Country
Country for the current company headquarters.
Industry label
Industry the person currently works in. A person can have multiple industries. Industry tags are based on the current employment company.
Industry hierarchical category
A hierarchy of industries the person currently works in. A company can have multiple industries. Industry tags are based on the current employment company.
Secondary industry label
Industry the person currently works in. A person can have multiple industries. Industry tags are based on the current employment company.
Secondary industry hierarchical category
A hierarchy of industries the person currently works in. A company can have multiple industries. Industry tags are based on the current employment company.


Removing Contacts on Preview File

  1. Sort your list by one of the provided fields to easily identify contacts you want to remove. To do this, right-click in any cell in that column and click Sort > From A to Z

  2. Delete the rows of the contacts you wish to remove by highlighting the rows on the left-hand side, right-clicking, and selecting Delete
    Note: make sure to delete the entire row

    You can also remove contacts by adjusting the Include column; for any contact you no longer wish to purchase you can simply replace Y with N

  3. Save the file as a CSV
  4. Go to My Lists and click Upload a List (CSV), name the list and submit

  5. Once finished processing, you can redeem the final list in My Lists, the final list name will be the list name_previewed


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