Spreadsheet import - Companies

Learn how to correctly import your spreadsheet in the Companies tab, following column mapping and creating custom fields when necessary.

Creating custom fields in Companies— step by step:

Access: Custom fields → Companies

Click on [+ New] to create a new field and fill in the field information:

• Name: e.g.: Tax ID.

• Type: choose the data type (Text, Number, Date, etc.).

• Alias: do not fill it in — the alias is generated automatically after saving and cannot be changed.

• Group: indicates which group the field will belong to (e.g.: Main or Professional).

  • You can change the color and icon of the group by clicking the icon:

• Important settings:

  • [Unique identifier?] → Yes

    • When checked, the value will be unique in the system (e.g.: it is not possible to have two companies with the same CNPJ).

  • [Required?] → Yes (optional)

    • When checked, this field must be filled in.

• Click on Save to create the field.

• After saving: when performing the spreadsheet mapping (on the import screen), the new field will already appear in the selection list for you to map the corresponding column.