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How to Bulk Load Companies & Business Customers

Prerequisites: None Alternatives: Create Customers
See Also: None

  1. From the main menu click and expand Admin
    1. Click and expand Bulk Load.
    2. Click on the Companies & Business Customers icon.
    3. This will bring up the Bulk Load Customers screen.
  2. Make sure your Company is properly selected from the dropdown menu to the company you want to receive the upload (for multiple entity companies).
  3. Select the "Upload As" to be Companies or Customers.
    1. Note:
      1. If you upload this file as Companies. The companies loaded will be Child companies of whatever Company you have loaded them to.
      2. If you chose Customers these files will be uploaded as Business Customers of whatever Company you have loaded them to.
  4. Drag and drop your prebuilt Companies & Business Customers .csv file and drop it on the screen.
    1. How to build a Companies & Business Customers .csv file. comma separated value file (.csv)
  5. Check your upload and make any edit changes required.
    1. You can modify your data, delete rows, add rows or clear all rows with the buttons supplied on the page.
  6. Save your work! Remember to press the Save button to save your work.
  7. Check your Load.
    1. If you have loaded these files as Companies . Then all the file entries should appear in your "Company" dropdown as child Companies and they should all be listed when you click on the Companies Menu Item under Bulk Load.
    2. If you have loaded these files as Customers. Then you should be able to see them by expanding the Main Menu item CRM and selecting Customers.
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