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.
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.
Choose the action you want to carry out: create, select the objects Activities and click on NEXT.
Then click on download the Excel template file.
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.
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.
If the template is correct, you will get a message saying you are good to go. Click on START CREATE.
A window will pop up, you can close it.
And you will be redirected to the list of bulk actions where you can check if everything worked well.
Here you can download the files you just uploaded and check any errors by clicking on them.
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.