Skip to main content
To import companies from a CSV file, open Accounts, use the arrow next to Add account, and choose .CSV import. Then map your columns and import.

​
What this gets you

  • Your client and prospect companies become searchable accounts in one import.
  • You can start linking contacts and jobs to them right away.

​
Steps

  1. Open Accounts in the sidebar.
  2. Use the arrow next to Add account and choose .CSV import.
  3. Drop your CSV file.
  4. Map a column to Account name. This is required to continue. Choose Don’t import for columns you want to skip.
  5. Review the overview and start the import.
  6. Choose whether to auto-update the imported accounts with fresh data.

​
Ideas to get more from it

  • Import a target account list, then link the contacts you work with and create a job for each client.
  • Let auto-update refresh the imported accounts, so company data is current.