How to import companies in Project Insight

This video shows how to import companies in Project Insight from an excel spreadsheet.

Transcript:

Welcome to Project Insight. Today, I'll be showing you how to import companies.

To begin, from your home screen, you are going to want to navigate to your "My Insight" menu in the top left. Navigate to "Companies." You'll click on "Advanced," then click "Import Companies." If you already have your Excel file ready, you can go ahead and choose that file, then click "Upload" here.

However, if you do not have companies already in an Excel template, you can click on the "Excel Import Template" option, which will download a company import template. Just click on that, and you’ll be brought to an Excel sheet with five columns: Name, Project Assignment Enabled, Time and Expense Entry Enabled, Active, and ID.

The only required column is the Name. For this example, we will just use "Company." The "Project Assignment Enabled," "Time and Expense Entry Enabled," and "Active" columns have two possible inputs: capital "N" or capital "Y" (Yes). We'll select "Yes" for all three of these columns.

Once you are done adding your companies, save the Excel sheet. Click "Choose File" and select the Excel file containing the companies for import. Click "Upload," and you'll be able to preview your import. In this preview, you will see all of the companies successfully imported from your Excel sheet, as well as a green checkbox next to the name column. This checkbox determines if that specific company is going to be imported into your company list on Project Insight.

If there are specific companies you would not like to import, just uncheck this box and click "Save." However, for the purposes of this example, we will be importing this company. Click "Save." You should now see a validation screen showing that the companies were imported correctly. Click "Done." As you can see on our company list, our new company has been added.

To summarize, to import a company in Project Insight, from the home menu, you'll navigate to the "My Insight" menu, click on "Companies," click on "Advanced," click "Import Companies," click "Choose File," select the Excel file that your company list is in, click "Upload," choose the companies from the file that you would like to import, and then click "Done."

If you'd like more general information on companies and Project Insight, you can refer to our other documentation and videos on the subject.