Import Company Attributes

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Attributes may be added to Company/Contact profiles with the Excel Import utility.

 

To Add Skills to Company profiles:

In the Excel Import Form, click the Company Attributes tab.

Match first Source Field  Attribute to first Target Company Attributes Field.

Repeat for all subsequent Source Field Attributes.

Import utility tries to match Source Field Attribute text value to a Target Company Attributes text value.

If a match occurs, the existing Attribute is linked to the Company's record.

If a match does not occur, a new Attribute is added to a folder called Imported Skills.

 

Example: Excel Import Form 2-C

ExcelImport12CompanyAttributesB