Import Companies

Import the detailed information about companies in a few clicks and save your time! For example, let's import the information about two companies.

Open CRM section > click the cogwheel button > Import Companies.
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You can also download the import file example to save time creating CSV spreadsheet. Also, tick Import details if you need to import banking details.
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Open the downloaded file and fill the empty cells.
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Upload file, select column separator and make sure Import details option is activated.
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Configure field mapping.
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Configure duplicates control.
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Done! Companies were successfully imported. All the entered information appears in the CRM form of the imported company.
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