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Importing Companies

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Your company details are one of your most fundamental and valued assets when it comes to information. For this reason we've made it as straight-forward as possible to allow you to import all your Company information into Membrain in a few, not so complicated steps.

How its done - an overview
Start by creating a template from Membrain, which includes all the fields you want to carry across but uses the names Membrain requires as a system.

Then input your information into this spreadsheet under the correct field names.
Once you're happy with your spreadsheet, import this file back into Membrain. This ensures all your data is aligned and imported into the right fields in within Membrain, and your data integrity is maintained.

1. Create Template

  1. Go to Main menu – Companies and Contacts – Companies tab
  2. Click on Export in the top black bar
  3. Select all fields you wish to include in the import and then click on Export (.xls)
  4. This creates the empty spreadsheet you will use to organize the data you are importing

2. Capture your data

  1. Export the data from your other systems to Excel.
  2. Populate the template you have just created with the data exported and save the file as a .xls file (Excel 97)

    Note: It may help if you are an intermediate user of Excel to do this efficiently

3. Import into Membrain

  1. Go to Main menu – Companies and Contacts – Companies tab
  2. Click on Export in the top black bar
  3. Click on “Upload a file to import” at top of screen and browse to the file you have just created. Note: Files must be in .xls format (Excel 97)
  4. Create or Add a new label if you want to mark the imported data with a label. This will allow you to sort by the data you are importing and can be helpful if you are importing additional data into existing company information.
  5. Select ask, overwrite or skip in the drop down regarding existing company information already in Membrain. Ask will ask you what to do each time it encounters a new company, Overwrite will Add the second instance of the company, and Skip will simply skip the company details altogether.
  6. Click Next
  7. Map the fields by aligning them to their correct names. You will see errors and will be able to work through them in your spreadsheet until you are fully confident that your data is solid and ready to be imported.
  8. Click import, and you're done!

Good to know

Membrain uses certain fields as unique identifiers during the import to avoid creating duplicate records. For Companies, the fields below are checked for pre-populated data and if found, the record will be skipped/overwritten or you will be asked how to proceed (based on what you have decided at the beginning of the import)

  • External Identifier (if used)
  • Homepage (if used)
  • Name (required)

I'ts worth mentioning also that it's important for you to check the spreadsheet itself for duplicates BEFORE you do the import, as Membrain will not check for duplicates within the file itself.
You should also check if there is no additional tabs in your file as this may cause the system to read this as a deflected file and the import will not be possible (highlighted below).

We hope this outline helps, but as always. Do reach out to the support team here at Membrain if you have any questions. Data imports can be daunting, and we're here to help!