Importing Companies

1 min. readlast update: 07.15.2024

As of now a member of GradLeaders Support must run the import for you but this guide will go over setting up the import file as well as where to get the template needed by support.

 

Go to https://www.gradleaders.com/tech-docs/ and select "Companies Import Template", from here the only REQUIRED fields are the ones in red, please keep the rest of the columns even if they are left blank.

 

 

Follow this guide https://gradleaders.kb.help/using-the-import-tool/ to import Contacts for these companies which can be done through the Admin interface.

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