Import Companies
Importing companies in BoldSales allows you to quickly add or update multiple company records using a structured CSV or Excel file. This helps streamline data migration from other CRMs, consolidate information from various sources, and perform bulk updates with ease.
Use cases
Consolidating data from multiple sources
If company details are spread across spreadsheets or different systems, you can bring them together by importing them into BoldSales. This centralizes your information and keeps your data clean and consistent.
Migrating from another CRM
Export your company records from your old CRM into a CSV or Excel file and import them into BoldSales. This helps you recreate your customer database quickly without losing important details.
Note for non-admin users: If you don’t have access to configure or manage Import and Companies, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set).
Uploading your file
Before starting the import, ensure your file meets these requirements:
- Must be a .CSV or .XLSX file
- Maximum file size: 20 MB
- Maximum rows: 5,000
Steps to upload your file
- Go to the Companies module from the left sidebar.
- Click the dropdown next to + Company and select Import Companies.
The image below shows how to access the import Companies button from the + Company button.
- Alternatively, access the Import Companies page by navigating to Setup > Data Management > Import, click Import, and choose Companies.
- Enter a descriptive Import name. If you leave it blank, the name of the uploaded file will be used automatically.
- Upload your file using Click to upload or drag and drop your file into the upload area.
Choose what to do with the records in this file
After your file is uploaded, choose how BoldSales should handle the data.
Add Companies
Use this option to add new records to the module.
Optionally, to avoid importing duplicate records, choose the Name or Record ID field under Skip Companies that match existing records by. This option skips any row where the selected field’s value already exists in BoldSales, preventing duplicate records from being imported.
The image below shows the upload files option in importing companies for adding a new company.
Update existing Companies
Use this mode to modify existing records with updated information from your file. This is useful when importing revised record details, such as updated addresses, phone numbers, or other fields.
Before proceeding to data mapping, you must select a field under Match existing records by, either Record ID or Name, to identify which records should be updated.
The image below shows the upload files option in importing companies for updating existing companies.
Click to move to the Data Mapping stage.
Mapping your data to BoldSales
After uploading your file and choosing whether to add or update company records, click Next to open the Data Mapping tab.
BoldSales displays your file’s columns under Column in file and attempts to automap them to Company fields if the names match. It is recommended to review each mapping carefully before proceeding.
The image below illustrates the Data mapping option in importing companies.
Use the dropdown under Company field to manually map each column to the correct Company field if needed.
If a required Company field is not listed in the dropdown, click Add field to create a new custom field directly from the mapping page. In the drawer, define the field name, type, and other properties.
Selectable options for fields such as Single select dropdowns are automatically mapped when the values in your file exactly match the existing options in BoldSales. If they do not match, an error appears in the mapping row. Click View details to resolve the mismatch.
If the selectable values in your file do not exactly match the existing dropdown options in BoldSales, you can either update the values in your file to match or click Add option in the mapping dropdown to create new selectable values and map them.
To exclude a column from the import, turn off the Import this column toggle for that specific field.
If columns are left unmapped, BoldSales prompts you to confirm whether you want to skip them and proceed with the import.
Ensure your file includes the Name field and that it is mapped correctly to the Company name field in BoldSales, as it is a mandatory field. Additionally, if you selected a field for skipping duplicates or matching existing company records in the previous step, that field must also be included and mapped during the import process.
Once validations are complete, click . If there are no issues, you are redirected to a page where you can track the status of your company import.
View import status
After clicking Import, you are taken to the Import listing page.
This page displays import details such as:
- Total records – The total number of rows in your uploaded file
- New records – Companies that were added because they didn’t already exist
- Updated records – Existing companies that were found and updated
- Skipped records – Rows that were not imported due to duplicates or validation issues
Use this page to monitor the status of your imports and verify the results.
Click the import name to open the detailed view. The details page shows the number of new records added, updated records, and skipped records (if any), along with the reasons for skipping.
Frequently asked questions (FAQs)
What happens if there are errors in my file?
BoldSales highlights mapping issues before importing. During the import process, any rows with invalid or incomplete data are skipped automatically.
Where can I check my import history?
Go to the Import page from Setup to view previous imports, including their status, who created them, when they were created, and how many records were processed.
Can I add new companies and update existing ones in the same import?
No. In BoldSales, each import run uses one mode only: Add records or Update existing records, selected immediately after uploading the file.
What happens if a matching company is not found during an update import?
If you run an Update existing Companies import and BoldSales can’t find a company that matches the value selected under Match existing records by, that row is skipped. The import continues for other rows.
After the import, you can open the import details to see how many rows were skipped and the reasons, then fix your file or update the data in BoldSales and re-run the import.
