Symbient Opta User Documentation
Topics
Home FAQ
Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

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.
Copyright © 2024 Lucus Labs, LLC - All Rights Reserved