Create, import and manage your organizations: customers, suppliers and subcontractors
Prerequisites
None
Create an organization
Navigate to the “Organizations” page
Click on the “New Organization” button to start creating
Enter the required fields
Name: Will be visible when you need to choose this organization from a list
Type (Optional): Allows you to classify organizations in the list
Location (Optional): Allows you to visualize the organization on the map
Note (Optional): Additional Organization Information
Click on the “Confirm” button and your organization will be created.
Importing organizations
Navigate to the “Organizations” page
Click on the options button at the top right and “CSV import”
Click “Upload file” or enter your details manually
If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns of an organization.
If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
Revise the errors indicated by our tool if necessary
Click on the “Import” button and your organizations are created