How to Bulk Import Companies in the SMS

How to Bulk Import Companies in the SMS

Overview
In this tutorial, we will show users how to import companies in bulk. With this feature, you can add multiple Companies into the system quickly and efficiently, eliminating the need to manually create Companies individually.  
InfoNOTE: This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support@eskilled.com.au.

Notes
Step Tutorial
1. In the SMS, go to Settings.

2. In your Settings Details, scroll down and download the Bulk Import Companies Template. 


3. In your downloaded template, fill out all the applicable fields in the Main tab. You may use the Reference list tab to check the options that you have for certain fields.


4. Go to Companies and click Bulk Import Companies.


5. Type CONTINUE and click Continue to proceed with the import.


6. Select your accomplished template from your files and click Open. 


7. If ALL imported data is valid, you will get an Import Success message indicating that the system has successfully imported the Companies into the system.

Warning
IMPORTANT: If there is any error with the imported file, you will get an Import with Errors message indicating that the import was unsuccessful. A Report.txt file will be automatically generated and it will display all the errors encountered by the system upon import. Update the sheet with the correct information and try the import process again. Refer to the images below:




These are the steps to successfully import companies into the SMS.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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