How to Bulk Import Companies Using a CSV File

Bulk Import for Companies lets you add or update Company records in Accommador using a CSV file and a guided import wizard. This article explains how the import flow works, how to map fields safely, and where to review results in Bulk Actions.

What is Bulk

Importing Companies? Bulk Importing Companies lets you create and update Company records in Accommador by uploading a CSV file and following a guided, multi-step import flow. The wizard helps you choose how records should be created or updated, map CSV columns to Company fields with preview data, and verify everything before starting the import. Important: Import supports only CSV (.csv) files.

Excel (.xlsx) and Google Sheets links are not supported. Key Benefits of Bulk Importing CompaniesFaster CRM setup: Add hundreds or thousands of companies in minutes using a CSV.

• Controlled updates: Choose whether to create new records, update existing ones, or do both.
• Safer data changes: Prevent accidental data wipes by skipping updates that would overwrite fields with empty values.
• Cleaner matching: Use Company ID-based duplicate detection to update the correct records.
• Confidence before importing: Review mapped fields on a verification screen before the import begins.
• Better auditability: Track imports in Bulk Actions and download a report when complete.

Prerequisites for Bulk Importing CompaniesBefore starting your import: User PermissionsYou must have Admin access to perform imports. File RequirementsFile format must be .csvMaximum file size: 30 MBOnly one sheet/tabThe first row must contain headersHeaders should match existing standard or custom fieldsField PreparationRequired fields must contain valid valuesCustom fields must already exist in your accountIf updating records, ensure you include the correct identifier (e.g., Record ID)Common Mistakes to AvoidMissing required fieldsBlank primary field valuesIncorrect Record IDs when using Update modeUnique field conflictsCSV headers that don’t match CRM field namesAlways test with a small file first.

Import Modes ExplainedWhen uploading your CSV, you’ll choose one of three modes: CreateCreates new records only. Requires the Primary fieldExisting records will not be updatedDuplicate handling follows unique field rules (if applicable)UpdateUpdates existing records only. Requires Record ID or unique fields in case of custom objectsRows without a matching Record ID/unique field will be skippedCreate & UpdateCreates new records and updates existing ones.

If Record ID or unique field matches → record updatesIf no match → record is createdUnique field rules apply if configuredHow to Bulk Import Companies

1. Navigate to ImportGo to Contacts > Companies.Click on Import.Choose the Companies object.Click on Next.
2. Upload CSV FileUpload your CSV file.Choose your import mode.If applicable, select the unique field to deduplicate on.Click on Next.
3. Map Columns to FieldsMatch each CSV column to the correct CRM field.Required fields must be mapped.Unmapped columns can be ignored.Fields successfully mapped will show a green indicator.Errors or warnings will be highlighted.Don’t Update Empty ValuesIf enabled: Blank cells in your CSV will NOT overwrite existing values.If disabled: Blank cells will clear existing values (except restricted fields).Once done, click on Next.
4. Review and ImportReview your data and mapping settings before starting the import to ensure accuracy and completeness.Once done, click on the Start Bulk Import button.Duplicate Handling & Unique FieldsIf your Company or Custom Object contains unique fields:You must select Record ID or one unique field as the deduplication field (if multiple are mapped).The system checks other unique fields for conflicts.If a non-selected unique field conflicts, that row will fail.This ensures clean, conflict-free data.Update Empty Values RestrictionsThe following cannot be updated to empty:Primary fieldRequired fieldsThese protections prevent accidental data loss.Monitor Import StatusAll imports can be tracked in Bulk Actions.From Bulk Actions you can:View status (Processing, Completed, Failed)Pause, Resume, or Cancel (while running)View detailed statisticsDownload error logsFrequently Asked QuestionsQ: Can I import multiple Custom Objects at once?No. Only one Custom Object can be imported at a time.Q: Can I import system fields like Created At?No. System fields cannot be modified through imports.Q: What happens if unique fields conflict?That specific row will fail. The rest of the import continues.Q: Can I undo an import?No. Imports cannot be reversed. Always validate your CSV before starting.Q: Where do I see past imports?Go to Bulk Actions to view import history and statistics.