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.