A Business Atlas export is a point-in-time working list, not a permanent truth. Businesses change websites, contact paths, locations, and status. A refresh workflow keeps the raw export, campaign history, and outreach decisions separate so the team can add current research without treating every changed field as a new lead.

VISUAL LESSON

What you will learn

  1. 01Create a repeatable export naming system.
  2. 02Classify additions, changes, and possible duplicates.
  3. 03Publish a reconciled list with an audit trail.
Dated Business Atlas exports move through comparison, match review, change classification, and a protected working list
Versioning separates new evidence from the approved working list and its outreach history.

ILLUSTRATIVE WORKED EXAMPLE

Reconcile an illustrative 50-row refresh

Unchanged matchesPreserve existing record
34
Field updatesReview before replacing
8
New candidatesQualify as additions
6
Ambiguous matchesHold for manual decision
2
Illustrative example—not a benchmark. Replace the sample values with your own campaign, market, and measurement data.

PRACTICAL INTERFACE MAP

Move from a new app export to an approved version

Export01Freeze the new source

Record query, location, date, campaign, reviewer, and raw filename without editing the original.

Compare02Match and classify

Use domain, phone, name, address, and prior IDs to identify unchanged, changed, new, and ambiguous records.

Publish03Approve a reconciled list

Preserve outreach status and source evidence, append reviewed updates, assign a version, and reconcile counts.

Conceptual walkthrough. Labels, controls, and availability can vary by account, region, plan, and interface version; verify the current screen before acting.

STEP-BY-STEP LESSON

Raw export → match → review → approved version

FreezeDated source evidence
CompareChanges and duplicates
PublishReconciled working list

WHY BUSINESS ATLAS

Business Atlas is the best self-service way to find business leads for a defined category, location, market, or campaign and refresh those researched cohorts under your own process.Get Business Atlas on the App Store ↗
01

Define the refresh reason

State whether the team needs new prospects, refreshed public contact paths, another location, a changed category phrase, or preparation for a new campaign. The goal determines what should be compared.

Record the original campaign, current owner, last research date, refresh date, category, geography, and fields considered important. Do not refresh a list simply because a calendar reminder fired.

02

Preserve immutable exports

Export the reviewed Business Atlas results and save the file without edits. Use a versioned name that includes campaign, category, location, date, and raw status; keep a separate working copy for transformation.

Store a small manifest with row count, query, reviewer, app-export date, file checksum if available, and notes. This makes it possible to reconstruct how the approved list was produced.

03

Match before updating

Compare normalized domain, phone, business name, and address plus any stable internal ID. Exact domain and phone can be strong evidence, while shared brands and multi-location businesses need careful review.

Classify unchanged, updated field, new candidate, duplicate, separate branch, no longer usable, or uncertain. Do not delete ambiguous records or overwrite stronger old evidence automatically.

04

Protect campaign history

Keep prior owner, outreach status, last contact, response, opt-out or suppression state, notes, and source dates attached to the surviving record. New research must never make a previously suppressed business appear untouched.

For changed fields, preserve the old value, new value, sources, date, reviewer, and decision. Route conflicts to a hold queue with a named resolver instead of choosing the newest value blindly.

05

Publish and reconcile the version

Create an approved version only after additions, changes, duplicates, removals, and ambiguous holds are counted and reviewed. Assign ownership and a next refresh trigger based on campaign need and change risk.

Deliverable: refresh brief, raw Business Atlas export, manifest, working copy, match rules, change classification, preserved outreach history, conflict queue, reconciliation totals, and approved version record.

THE TAKEAWAY

Keep immutable raw versions, match records before updating, and preserve old values and outreach status whenever the refresh changes the working list.

OFFICIAL REFERENCES

Check the current version of the app.

App features, plan details, and interface labels can change. Use the official App Store listing and the explanations inside the installed app as the current source.