In order to start importing organizations you should press the "Import" button, located at the upper part of the "Organizations" tab.
The process of importing consist of several stages:
The following is specified at this stage:
The following parameters are specified here:
The imported file should not contain unclosed quotes and brackets. Otherwise, the imported data may be incomplete.
Additional parameters are specified at this stage:
At this stage you should match the fields of the file with the fields in the system:
The preview window shows first 10 lines to be imported. Columns that are matched to a field in the system are green colored, and the ones that are not are blue. To switch between matched and unmatched fields, use the corresponding commands in the upper part of the box.
To match a column with a field, press the button in the upper part of the table. Obligatory fields are marked with the in the list.
It is obligatory to specify the "Name" field when importing organizations.
The statistics on the imported file is show below — number of listed rows and the total number of rows in the file. The number of rows that cannot be imported due to some reason is shown here as well. The reason of it can the absence of an obligatory field.
Once you've finished checking and matching columns you should press the "Import" button. If the import was performed incorrectly, you can delete all the entries by creating corresponding filter and then pressing the "Delete all" button, located in the upper part of the tab.