Import companies from a Microsoft Excel (XLS) file. You can use this method for adding new companies or making mass updates to existing companies.

For more information about Companies see article. 

Steps for creating an import file:

Accessing Import Template

Find the Companies Excel Import Template from the My Insight Menu > Companies > Advanced > Import Companies Excel Import Template

This document will act as the template for your import

Note: This is also the page from which you will be importing your data 

Modifying Data

The format of the Excel file must be used as-is without modification to any data cell formatting prior to the import. Adding a space to a field header or changing a capital letter to a lower case letter in the field header will skip that column upon import.

Columns

There are five columns when using the company import template: Name, Project Assignment Enabled, Time & Exp. Entry Enabled, Active, and Id.

Note: Only the 'Name' Column is Required

Importing Data

To import companies navigate back to the Company Import page

1. Choose the excel workbook file containing your company information
2. Click Upload
3. Choose the companies you'd like to import from the file (all will be selected by default)
4. Click Save