4. Import from CSV Template / Company Bulk Creation

Published on May 18, 2021

Import from CSV Template / Company Bulk Creation

Another option for creating a company is to import a new company using a CSV template. To import a new Company, find and click on the import company button in the top right-hand corner.

  • From the drop-down options, select “Import Companies”
  • A drop-down menu will appear and you can upload a file in the following ways, “Click to “Browse File” or “Drag and Drop”.
  • Once you have uploaded a file, click “Save.” The button will turn blue if a valid file has been uploaded.