How do I retrieve a list of companies or people by uploading a list?

In addition to using the Create a List of Companies or Create a List of People forms, you can also quickly retrieve a list of companies or executives by using the Upload a List tab. From these search forms, you can upload a list of ticker symbols, DUNS Numbers, or Dossier IDs, and then download a list of corresponding companies or executives.

  1. Click the Upload a List tab.
  2. Click the By Ticker Symbol, By DUNS Number, or By Dossier ID tab, depending on the type of list that you want to upload.
    Note: When you upload a list of Dossier IDs, you can only download a list of companies.
  3. Provide the list of ticker symbols, DUNS numbers, or Dossier IDs by:
    • Entering a comma-separated list directly into the box.
    • Clicking the Upload button to upload a list in CSV or TXT format.
      Tip: For information about formatting a file for upload, see Formatting a TXT or CSV file for upload.

    The maximum number of ticker symbols, DUNS numbers, or Dossier IDs that can be entered is 200 when retrieving a list of companies, or 10 when retrieving a list of executives.

  4. Choose whether to download a list of companies or executives.
  5. Click Retrieve.
  6. If you are satisfied with the results, click Next: Customize List. Otherwise, click Edit Search to enter a different list.
  7. Select the company or executive attributes that you want to appear in your final list.
  8. Browse your final list results and click Download Selected Items to save a copy that can be opened in a spreadsheet program.

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