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How to audit a batch of businesses
How to audit a batch of businesses

A guide on how to test hundreds or thousands of businesses in one go

Sharlotte Briscoe avatar
Written by Sharlotte Briscoe
Updated over a week ago

Audit hundreds or even thousands of businesses all in one go with our batch analysis tool without adding each URL individually. Once a batch analysis has been completed, the results can be downloaded in a spreadsheet (CSV) and the reports will be viewable within Insites itself.

Only users who are Administrators or Advanced Users have the ability to run the Batch Analysis feature within Insites.

The batch analysis feature has many benefits, including:

  • Saves users time by uploading large volumes of websites in one go, rather than having to add them manually

  • Allows you to analyze all your leads in one go

  • Simple to segment leads so that they can be targeted with specific campaigns

  • Analysing businesses in advance so a user can access the reports when they log in

  • Useful for understanding and profiling your websites in comparison to competitors

Before you start

Using your preferred spreadsheet application, create a CSV file and ensure that you have a column for the URLs you want to test, as the batch analysis needs this as a minimum. Each URL must be on its own row, and the maximum limit is currently 10,000 URLs. You can include additional columns if needed, as custom fields can be included depending on your plan. If you wish to discuss the options available for custom fields, please contact us and we’ll be happy to help.

But I want to analyse more than 10,000 websites?

The batch analysis referred to on this page is for users who want to do it themselves within their account already. Only the self-serve batch analysis feature outlined here is limited to 10,000 URLs.

If you require more than 10,000 URLs then please contact us to discuss our Data Enrichment service, which can analyse millions of URLs as part of the service.

Creating a new batch

The batch analysis setting is found under your profile picture in the top right-hand corner. You will then be presented with the batch analysis tool, where you can upload your CSV file for batch analysis.

Click the Start a batch in 3 easy steps button and you will be presented with a screen asking for additional details. Give your batch analysis a reference or name (e.g. Plumbers in Derby) then click the Choose File button where you can find and select the CSV file you just created.

On the next screen, you can choose the column that contains the URLs by selecting the appropriate letter from the drop-down menu. If you did not include headers for each column, then uncheck the box next to Row 1 contains column headers, otherwise you can leave this checked so that the batch analysis tool can exclude row 1 from the import process.

If you have enabled custom fields within your plan and have included additional columns in your CSV file, you can also match the columns to the relevant fields following the same process described above.

Finally, click Continue and the batch analysis will start.

You will be warned about running the batch analysis as the reports generated will be deducted from your monthly usage allowance. If the batch analysis includes more than your allowance, you may be billed for the additional reports as per your plan.

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