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Set Up a Company

Companies and Users > Companies Overview

Add the companies your organization works with manually or by importing spreadsheets with existing company data.

Choose one of the following methods to add companies:

• Manually Add Companies
  • Add a Company
• Import Companies and Users
  • Download an Import Template for Importing Companies, Offices, and Users
  • Import Companies, Offices, and Users from Microsoft Excel

You can also make corrections or updates to company and office data from the Company Details page:

• Edit Company Details
• Add an Office to a Company
• Edit Office Details

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Last Published Monday, June 24, 2024