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Select the the Company Module
Select the tab Import / Export
Click on "Import/ update
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Companies. Review Create Excel-file for import and update to better understand how to prepare an excel file from dRofus that could be used in this process.
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Choose file and browse to the excel file using the Choose File icon in the Import/Update menu. The excel file should include either an ID, name, and any other fields in order to update existing companies company data. This is the key to link the excel file data to the exiting data in dRofus. dRofus will read the excel file and ask if the columns can be read to pre-populate the fields, pick yes to match the excel columns with the fields in the user interface. At this step, an import option will need to be determined. Import New, Update existing, or Import new and update existing.
Then, determine which unique key will be used to identify the Parent Company if necessary. A Parent Company is not required to import or update company data.
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4. Select Excel fil by clicking on […]
5. Select which sheet in your excel fil that you will export information from
6. Select Row
7. Select either to:
Update existing contact
Import new
Import and Update
8. Select identifier key: When updating a company you need to have ID, Name or Organization number in your excel fil. dRofus will use the parameter to identify the company.
9. Enter the letter to the coloum in the excel file that you would like to import
Read more about excel-import underIntroduction: Import/update with Excel-file
10. Select import