Companies bulk creation

Follow

What it is

This feature allows you to create companies in bulk by importing them on an excel template.

How it works

To access the company creation, go to BULK ACTIONS, on any of your Bloobirds' lists.

Screenshot_2021-05-02_at_18.49.22.png

Prepare your companies' template

To assist you with getting organised, we have created a template that you can download and fill in with the lead's data.

You can download it by going to BULK ACTIONS, select Import, update or delete objects.

Screenshot_2021-05-02_at_18.51.15.png

Choose the action you want to carry out: create, select the objects Activities and click on NEXT.

Screenshot_2021-05-02_at_21.01.14.png

Then click on download the Excel template file.

Screenshot_2021-05-02_at_18.34.30.png

Take the template as a guideline this means that you do not need to fill in all columns, only the ones that are mandatory on your lead's profile.

The fields that are mandatory will be marked in orange.

Screenshot_2021-05-02_at_21.07.11.png

Data format

On this article you will find important general guidelines on how to prepare your data such as the format of phone numbers, dates and most common errors when importing.

Upload the template

Drag and drop the companies' file and click on CHECK FILE.

Screenshot_2021-05-02_at_21.16.11.png

If the template is correct, you will get a message saying you are good to go. Click on START CREATE.Screenshot_2021-05-02_at_21.16.29.png

A window will pop up, you can close it.

Screenshot_2021-04-30_at_16.32.45.png

And you will be redirected to the list of bulk actions where you can check if everything worked well.

Screenshot_2021-04-30_at_16.33.04.png

Here you can download the files you just uploaded and check any errors by clicking on them.

Screenshot_2021-05-02_at_21.22.20.png

Company ID

Once a company has been imported, Bloobirds will assign a Company Id to it, this Id will be required when you want to import leads or activities to link them to the companies.

To find out the Company ID, go to the company list and download it and you can find it in the Id column.

Screenshot_2021-04-30_at_18.11.11.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.