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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.
Creation date: 9/18/2020 1:48 PM (andrew.abueg)      Updated: 9/18/2020 1:48 PM