Overview:
Bulk uploading companies in Sanka allows you to efficiently manage and add multiple companies at once, saving time and effort compared to manual entry.
This guide will walk you through the process of bulk uploading companies using a CSV file.
Process to Bulk Upload Companies Using CSV:
Log in to Sanka
1: Navigate to Sanka and log in to your account.
2: Ensure that you are in the correct workspace where you want to upload and manage companies.
Navigate to the Companies Object
1: After logging in, click on Companies Object to access the companies object page.
Bulk upload Companies
1: In the Companies object page, click the “New” button located at the top-right corner of the screen.
2: A detailed page will appear. Click the “Bulk Upload” button.
3: A page with upload button will appear. CSV file format is also attached.
Prepare your CSV file
1: Before uploading companies, prepare a CSV file that matches Sanka's required format. Here’s what to include:
- File Header: The CSV file must include headers that correspond to Sanka Properties.
- Required Fields: Include at least the following columns:
- Company Name: Official name of the company.
- Company Email: Email address of the company
- Company Website: URL of the company’s website.
- Company Address: Physical or mailing address.
- Phone Number: Contact number for business communication.
2: Ensure that the file is saved as a CSV (Comma Separated Values) format.
Select and Upload Your CSV File
1: Click the Upload button and select the CSV file from your computer.
2: After selecting the file, click Open to start the bulk entry process.
Map CSV properties to Sanka properties
1: After uploading your CSV file, Sanka will prompt you to select what’s to import. Select “Import Company".
2: New field will show up and you need to map the file headers in your CSV to the corresponding Sanka Properties.
3: Ensure that the columns from your CSV file align with Sanka’s company properties (e.g., Company Name, Email, URL, Address, etc).
4: Confirm that all necessary properties are correctly mapped, select company import method to “Create Only” then click “Add Companies”.
Manage Companies
1: Once the upload is complete, the companies record will be shown at the table.
2: You can now manage, edit, or update these companies as needed by clicking the company’s ID or name.
