Import Companies, Offices, and Users from Microsoft Excel

Application administrators and users with the necessary permissions can import companies and users on the Companies or Users page. You will use the Import Template that you download as a Microsoft Excel (.xls or .xlsx) file and fill out. If you still need to download the Import Template, see Download an Import Template for Importing Companies, Offices, and Users.

A user must have the Add Companies global privilege to import new companies. A user must have the User Administration global privilege to import users for a company. User administrators will not be able to import user information for a company that does not already exist or that the user is not associated with. Companies and users for the company can be created in the same Import Template, or the Import Template can be imported with only company details or user details added.

To import companies:

From the  Main Menu, select  Global Admin.
Select Companies or Users from the list.
On the Companies or Users page, select the Actions  menu, and then select Import from Excel.
In the Import Companies and Users dialog box, select  Browse, select a file, and then select Import.

Next: Company Details