How do I import organisations?

  1. Go to Contacts > Organisations > Organisations.

  2. Click Import.

  3. Choose Which type of import you are doing?

  4. A help box will appear telling you how to structure your Excel (.xlsx) file correctly. Make sure you read and follow the steps exactly.

  5. Once you've structured your file, Select the file on your computer.

  6. Click Next.

  7. 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.

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