Bulk Uploading Organisations

If you have a larger number of organisations that you would like to add to your system, you can do so in bulk from the main Organisation Admin page, under Contacts. 

To upload your file, follow the steps listed below:

1. Navigate to Contacts > Organisation admin 
2. Select the Upload button in the top right hand corner, as indicated by the red circle below: 

You will then be taken to the following screen: 

3. Choose which file you would like to upload.

4. Select the relevant file type that you are uploading - text, CVS or Excel.

5. Press the blue Update button and you will be taken to the following screen:

6. Make sure that the mapping for each column in your sheet is correct. The system will try to map columns automatically based on the names of your sheet's headers, but it is important that you check through this manually to ensure that the information gets uploaded correctly. 

Columns can be remapped by clicking on the column name in purple. If you would like the system to ignore a column during the upload, you can select Ignore this column.

7. Once you are sure that your column mapping is accurate, select the blue Process File button. The system will then complete the upload.

What information can I upload?

The full list of fields available to upload is as follows:

1. Email
2. Website
3. Description
4. Organisation Name
5. Min Payment
6. Agent
7. Sales Type
8. Merge & Delete
9. Parent Org
10. Phone 
    1. Phone 
    2. Phone Alt
    3. Fax
11. Address
    1. Address Type
    2. Address line 1
    3. Address line 2
    4. Address line 3
    5. Address line 4
    6. County/Province/State
    7. Postcode 
    8. Country
12. Identifiers
    1. Account #
    2. Royalties Acc #
    3. EORI #
    4. Payment Method
    5. VAT number
    6. ISNI
13. Country of
    1. Registered in
    2. Operating from 
14. Tags

More detail on uploading Addresses

When uploading addresses, there are a number of columns that you will need in your spreadsheet. The column headers in Stison correspond to the address data as below:

Column Header	Required Data
Address Type	Billing; Delivery; Home; Alternative; Work
Address Line 1	Eg Flat 1
Address Line 2	Eg Example Street
Address Line 3	Eg Example Village
Address Line 4	City / Town Eg London
County / Province / State	Eg Greater London
Country	Eg United Kingom

Important note: There is currently no way to specify organisation type in a bulk upload to Organisation Admin. This means that you will need to manually select which type applies to each organisation within the record's Details tab after you have completed the upload.