Importing Companies
Before proceeding with importing companies ensure that there are no duplicate companies on your import file and the data is clean (meaning no extra characters or spaces etc.)
Note
Agencies:
If you want to connect your companies to agencies you will want to import the agencies first. You will fill out all the same information as you would with the company import. However in the column where it asks for Company Type you would put Agency here instead of Advertiser.
You will then need to connect the agency to the advertiser on the company import either by agency name or agency XREF or both. You would do this by putting the name of the associated agency in the Agency column or if you are using XREFS you can put the agencies XREF in the Agency XREF column.
Go to Settings > Data Import/Export > Import Data. You need the 'Import' User Permission to access this page.
Click on Company Import from Import Type
Click on Select Importer
Click on Generate CSV Header. This is going to give you the CSV file that you need to put your data on in order to import.
Company Import CSV File
Required Fields
Category: Categories can be found under Settings > Contacts > Company Categories, you must use a category listed here. If you have not created your categories everything should default to General.
Company Name: The name of the company you are wanting to import.
Company Type: Company types can be found under Settings > Contacts > Company Types, you must select a company type from this list. Typically, during a company import the company type will be Advertiser. (If you are wanting to import Agencies, please refer to the top of this document before proceeding).
Credit Status: Acceptable values: 0 = onhold, 1 = pending, 2 = approved.
Either the numerical value 0,1,2 or the name ex: onhold is acceptable.
Market: Markets can be found by going to Settings > Contacts > Markets. A market from this list must be used.
Payment Method: Acceptable values: 0 = cash/check, 1=ACH, 2=Credit Card, 3=Other.
Either the numerical value 0,1,2,3 or the name ex: cash is acceptable.
Payment Terms: Payment terms can be found by going to Settings > Billing > Payment Terms. A payment term from this list must be used.
Primary Rep: Email address of the primary rep.
Publisher: Name of the publisher associated with the company.
Special Billing Flag: Acceptable values: 0 = False, 1 = True (please enter 0 or 1).
Notes:
If you have it set in your system configurations that addresses are required on a company then you will need to fill the address fields out.
If you want to connect your company to an Agency you will need to fill out the Agency field.
We always recommend using the XREF field when importing. This will ensure correct mapping when you import contacts or when you import anything associated with the company. Otherwise the only item the system will map will be the company name and if there are any typos or duplicate companies there is potential for error.
An external reference, or XREF, is a unique identifier for a particular record from another system. These are generally ids from the database, but can also be something like a company number.
If you have the system configuration Require Tax ID for every Company set to yes you will need to fill out the Tax Id for each company. To check to see if you have this set on/off navigate to Settings > System Configurations > companies.
While filling out the data on the sheet DO NOT fill out any contact information as this will cause the sheet to error. Save all contact information for the contact import.
While filling out the data on the sheet DO NOT fill out the secondary rep column these will need to be imported after you import contacts.
If you want to import Secondary Categories you will want to ensure that they are entered on the import sheet as they are displayed on your site. Navigate to Settings > Contacts > Company Categories you will see your secondary categories displayed like this:Health : Doctor's Office (main category : secondary category)
Sample Data
After you have filled the data out on the CSV header it is now time to import. Navigate back to the import section by going to Settings > Data Import/Export > Import Data and select the Company import. Choose your file to import.
Once you have selected the file you want to import click on start.
After you select start you will see some of your data populate in the table. Ensure that the data matches the headers. For example, your Category names are lining up in the category name field.
After you have verified that your data is populating correctly select next.
Before you begin your import, you are going to want to run a test import. The test import is run to see if your data import csv file will populate any errors.
If your test import has any errors these will populate in the highlighted area and you will be able to download the error report to fix the errors.
Receiving the Error Files:
When you download the error files, you will get two separate sheets:
"Errors" Sheet: This sheet contains a list of all the specific errors found during the data processing. It identifies the exact issues with your data in a detailed format.
"Failed Records" Sheet: This sheet contains the entire dataset, but only for the records that have failed validation or encountered issues.
Which Sheet to Focus On:
For this particular step, you should only focus on the "Errors" sheet. This sheet gives you the specific details of the errors that need attention.
Fixing the Errors:
Once you have identified the errors in the "Errors" sheet, go back to your original CSV file. You will need to fix the issues directly in that file based on the errors you’ve found.
The "Errors" sheet may show you things like missing data, incorrect formatting, or mismatched fields.
After fixing the errors in your original CSV file based on the details from the "Errors" sheet, you should be able to re-upload or re-process your corrected file, ensuring that it now passes validation without errors.
If your test import was successful you can proceed by selecting Begin Import.
Note
If your test import generated errors download the error report and correct the errors then run the test import again with the update file until you receive 0 errors.
After your official import finishes processing you will be able to see if there are any errors. If you see any errors populate follow the steps below:
Receiving the Error Files:
When you download the error files after processing your actual import (not the test round), you will receive two separate sheets:
"Errors" Sheet: This sheet lists all the specific errors found during the import process. It will show you what went wrong with each record based on the system’s validation checks.
"Failed Records" Sheet: This sheet contains all the records from your dataset that have failed during the import process.
Which Sheet to Focus On for the Next Step:
For this step, you will need to focus on both the "Errors" sheet and the "Failed Records" sheet. Here’s why:
Errors Sheet: This sheet will give you detailed information about the specific errors for each record. It will tell you the exact nature of the problem (e.g., missing fields, incorrect data types, formatting issues, etc.).
Failed Records Sheet: This sheet, on the other hand, shows you the complete set of records that failed during the import. It’s useful because you can directly view and isolate just the failed data. This makes it much easier to identify and correct the exact set of records that need attention.
Fixing the Errors:
Once you've identified the errors in both sheets:
Start by reviewing the "Failed Records" sheet to focus solely on the records that have issues. This narrows down the dataset and allows you to focus only on the problematic records.
Cross-reference the data in the "Errors" sheet to see the specifics of what is wrong with each record. For example, if an error in the "Errors" sheet states that a certain field is empty or formatted incorrectly, you can go to the corresponding record in the "Failed Records" sheet and fix the issue directly in that record.
Fix the errors in the failed records file based on the information from the errors sheet. You will be adjusting the fields or correcting data to make sure all errors are resolved.
Re-importing the Corrected Data:
Once you've corrected the errors, you can re-import the corrected dataset back into the system. After the import, if there are still any issues or errors left, they will populate again in the error files. This is the normal process — you’ll continue to review and fix the errors in the same manner:
Download the error files.
Focus on both the "Errors" and "Failed Records" sheets again.
Correct the issues in the Failed Records file.
Re-import the updated file.
Repeat this process until there are no errors remaining.
Verify your import was successful.
Now that your data has been successfully imported you will need to validate the data. Validating the data means that you will check to make sure the imported data mapped correctly into the system.
Go to Contacts > Companies. Click on Search.
After you have verified that the data that was imported was correct the validation has been completed!
New 4/28/2025