How to import companies in bulk

Last updated: 2025-06-12

Bulk Import Companies In Bulk

  • Our import feature lets you quickly add all your company records or keep your existing company list continuously updated.
  • You can easily import company data from any Excel, CSV, or spreadsheet file where you store your company information.

How to Add or Update Data Using Our Import Tool

  • Our import tool allows you to upload large amounts of data to Aptien, saving you significant time you'd otherwise spend manually entering information.
  • With importing, you can either add all your records initially or continuously keep your data current.

How to Bulk Import Company Data from a File

  1. Open the Company Records
  2. Scroll to the bottom of the overview and click the import icon
  3. Follow the import instructions