Import Companies in Bulk via CSV

Import Companies in Bulk via CSV

When needed, you can create multiple companies at once to be part of your event as Exhibitors or Sponsors. Find the steps to follow below: 

  1. Go to Events, and select the event tile 

  2. From the left pane, click Companies 

  1. Click Import Companies From CSV

  1. From the pop-up window, click download the company-import template, which will include all fields that can be customized for the company profile. And click download company levels and categories, which will include the existing levels and categories IDs to use to assign them to these new companies. 

  1. Fill in the CSV with each company's details. To assign a Level or Category, use their respective ID listed in the previously downloaded file as below 

  1. Click Continue

  2. Click Upload CSV File, and select the file to use from your computer

  1. From the Data Preview window, click Import

  1. You will receive the following message when successfully created