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Find out how to assign companies to users while importing data from .csv files. We'll show you step-by-step how to properly import companies' details and what to be cautious about.


One of the ways to assign companies to a batch of users is to take care of it when importing companies and users to the app. We’re going to cover it step-by-step in this video. Let’s assume you already have a list of users with different attributes specified and a list of companies from external sources and you want to import all those data to your app. First, you need to take care of companies. So I’m going to Importers -> Import companies and here, similarly to the import of users, we need to have a .csv ready. Before saving my excel with list of Companies and their attributes as a .csv we need to stress one very important thing. In the, an attribute “Company_ID” is the crucial attribute for each company as relations between companies section and the users are based on that. So it’s crucial to include the “company id” attribute with unique values specified for each company in your import. Let’s now fill in the fields available here, good practice is to create a tag with today’s date to be able to identify all records imported in that batch in the future, and import. The majority of attributes have been matched, along with TIN so Tax IDentification Number which I previously added as a company custom attribute. As we already mentioned, the very crucial thing here is the “Company_id” attribute, as thanks to it, the system will be able to assign companies to users. So once again I’m stressing the importance of this attribute in the companies csv import. As we see it has been matched automatically with the system attribute. And I’m saving this one as a tag. We can see the companies are now visible in the Companies section. Oh, I know see I forgot to add a Country attribute in my import csv! Fortunately I don’t need to start with the import from scratch, instead I’m going to quickly update a Country attribute in the app. So thanks to adding a specific tag to all companies imported a few seconds ago I can quickly have them all here. And, as all the companies I imported are from the US, I’m specifying the attribute value. Here we go! In the next step we need to import users. To be able to match them with particular companies, remember to include the attribute “company_id” here as well, with an id of a correct company specified for each user. It’s really important to add this attribute in the user’s csv, as without it, assigning users to companies won’t work! So I’m going to Importers again -> Import users. Then, wo go further and now need to match headers from our .csv file on the left with the system attributes ones. As you see, Company ID has been matched automatically, which is crucial and thanks to it those imported users will be matched with corresponding companies in the system. I don’t need region, so I’m skipping it... and matching all other ones. Thanks to company_id, users will be connected to specific companies upon import. And we see the import has been successful. Don’t worry about the fact that there was a company_id and not company name assigned to a user. Later in the user’s profile and of course in the People section, the company_id will be changed to Company name so that it’s always easy to know which companies users are assigned to. And that was how to assign companies to users by .csv import. Thanks for your time!

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