Create, import and manage your organizations: customers, suppliers and subcontractors
Prerequisites
No
Create an organization
Navigate to the "Organizations" page
Click on the "New organization" button to begin creation
Enter the required fields
Name: Will be visible when you select this organization from a list
Type (Optional): Allows you to classify organizations in the list
Location (Optional): Displays the organization on the map
Note (Optional): Additional information about the organization
Click on "Confirm" and your organization will be created.
Import organizations
Navigate to the "Organizations" page
Click on the options button at top right and "Import CSV".
Click on "Upload file" or enter your information manually
If you upload a file, it must be of CSV type. You will then need to associate the columns of your file with the columns of an organization.
If you're using the manual function, simply copy and paste the pre-filled information from a column-ordered Excel spreadsheet, as shown on the import page.
Review the errors indicated by our tool if necessary
Click on the "Import" button and your organizations are created.