Importing companies
Bulk import companies from a spreadsheet.
Load many companies at once with the import tool, using the standard upload → map → review flow.
Steps
- On the Companies page open the import tool.
- Upload your CSV or Excel file.
- Map each column to a company field; required fields must be mapped.
- Set import options, run the import, and review the results.
Importing companies first, then contacts, lets contacts link cleanly to existing accounts.
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