Importing Companies

Your company details are one of your most fundamental and valued assets when it comes to information. For this reason we've made it as straight-forward as possible to allow you to import all your Company information into Membrain in a few, not so complicated steps.

Getting Started

The first step is to download this Excel Spreadsheet Template, which gives you an idea of the structure the data needs to be in for it to be imported successfully. Some points to be aware are:

1. Preparing your data for import

The most important thing to be aware of is ensuring your data is clean and well structured before you start the importing process. Check for duplicate names or near duplicate names before starting the import process to give yourself the best possible start.

1. Export the data from your external system
2. Refer to Membrain template file and work with your data to structure it the required way
3. Save the file as a XLS (Excel 97/2000/XP/2003) or XLSX (Excel 2007) file.

2. Start the import

1. From CRM - Companies
2. Click on the more menu (top right)
3. Click on Import
4. Click on “Upload a file to import” at top of screen and select your import file
5. Import Options: Choose to Create a new entry, update an existing entry or add a label.
6. Click Next

Advanced Settings

The default settings are configured to help prevent importing duplicates. These defaults can be reconfigured to match your unique data set if necessary. Learn more in Import Advanced Settings (recommended only to be used by advanced users)

3. Mapping Fields

Now you're ready to map the fields in your spreadsheet to the fields in Membrain where you want your data to reside. If there are any issues that need to be addressed, you will see these clearly and will have the opportunity to work through them until you are confident that your data is solid and ready to be imported.

4. Import

Click on the import button to import your data into Membrain. Once the data has been imported, you will have the option to download a report showing any skipped rows or other issues that may have been encountered.

Considerations

• If using a spreadsheet with multiple tabs, Membrain will only use data in the first tab.
• Files must be in XLS format (Excel 97/2000/XP/2003) or XLSX format (Excel 2007)
• Files must be structured with 1 company name for each row

Mandatory fields when importing Companies

• Company Name