Importing Companies

Learn how to import a spreadsheet of companies into your Expiration Reminder account using the Import Tool.

If you need to add multiple companies to your Expiration Reminder account quickly, you can use the Import Tool.

Before You Begin:

• Ensure Correct Workspace: Make sure you’re in the correct workspace before starting your import. Data imports to the workspace you're currently in.
• Single Sheet Import: The import feature will only read the first sheet of your Excel file. For multiple sheets, import them individually or create separate files with one sheet each.
• Custom Fields: If you're using Custom Fields for additional data, ensure these fields are already created in your account before importing. You can learn more about adding custom fields here: Adding Custom Fields | Expiration Reminder

Step 1 - Access the Import Tool:

1. • Go to your Account Settings and find "Tools" on the left-hand side.
   • Click 'Import Data', and you'll be taken to the Import Tool.
   
   

   Step 2 - Select your Import Type:

   • On the Import Tool page, you'll see a section labeled "What are you importing?"
   • Click the "Start Import" button under Companies to begin.
     
     
   
   

   Step 3 - Handle Duplicates and Select Spreadsheet:

   • You’ll be prompted to choose how you want to handle duplicates.
   • After making your selection, click "Upload File" to either select or drag your file from your computer.
   • If you need a template, you can download an example spreadsheet on this screen (shown below).
     
   
   

   Step 4 - Select the Heading Row:

   • Once your spreadsheet is uploaded, the Import Tool will display it. Below is an example of the spreadsheet we are using for this tutorial.
     
     
   • You'll need to select the heading row of your spreadsheet and then click "Next."
     
     
   
   

   Step 5 - Map the Columns:

   • On the Mapping Columns screen, you'll match the columns from your spreadsheet to the corresponding fields in your account.
   • Not all columns need to be mapped. If you don’t want to include certain columns, choose "Ignore this column" from the dropdown menu.
   • When you’re satisfied with your mappings, click "Next."
     
   
   

   Step 6 - Review Your Import:

   • This is your final chance to review the data before importing.
   • You can make quick edits or remove specific rows/entries.
   • Click "Submit" to start the import.
     
   
   

   Step 7 - Import Completion:

   • Once the import is done, you’ll see a confirmation screen and receive an email notification.
   
   

   Step 8 - Review the Data:

   • After the import is complete, it’s important to review the data in your account to ensure everything was imported correctly.