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 organized, we have created a template that you can download and fill in with the companies' data.
You can download it by going to BULK ACTIONS, and selecting Import, update or delete objects.
Choose the action you want to carry out: create, select the objects Company, 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 companies' profiles.
The fields that are mandatory will be marked in orange.
In 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' Excel 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. Then, 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.
Assigning leads to a company
Once a company has been imported, you will be able to link leads or activity to that company easily. Remember that the name of the company needs to match exactly with any other files.