Shared guide

How to import companies from CSV

Step-by-step guide covering: Click the Companies option; Click the Import button; Click the Import data button; Click the Quick Import (Contacts only) option.

viktoriaviktoria
·10 steps·9 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide10 steps

  1. Click the Companies option

    Click the Companies option
    Loading screenshot…
    100%

  2. Click the Import button

    Click the Import button
    Loading screenshot…
    100%

  3. Click the Import data button

    Click the Import data button
    Loading screenshot…
    100%

  4. Click the Quick Import (Contacts only) option

    Click the Quick Import (Contacts only) option
    Loading screenshot…
    100%

  5. Click 'Choose a file' to upload contacts

    Click 'Choose a file' to upload contacts
    Loading screenshot…
    100%

  6. Click the NextLoading button

    Click the NextLoading button
    Loading screenshot…
    100%

  7. Click the Next button

    Click the Next button
    Loading screenshot…
    100%

  8. Click the Search button

    Click the Search button
    Loading screenshot…
    100%

  9. Click the Legitimate Interest - Lead option

    Click the Legitimate Interest - Lead option
    Loading screenshot…
    100%

  10. Click the Finish Import button

    Click the Finish Import button
    Loading screenshot…
    100%