How do I import organisations?
- Go to Contacts > Organisations > Organisations.
- Click Import.
- Choose Which type of import you are doing?
- A help box will appear telling you how to structure your Excel (.xlsx) file correctly. Make sure you read and follow the steps exactly.
- Once you've structured your file, Select the file on your computer.
- Click Next.
- You'll then see a list of the organisation data we've found in your spreadsheet. If all looks correct, click Import to go ahead.