Bulk Upload Organizations in Admin

Modified on Fri, 3 Apr at 9:41 AM

Bulk Upload Organizations

Use the Organizations upload tool to create or update organization records in bulk. This uploader can also create a basic location record for each organization when you enable Include locations.

Where to find it

Log in to the admin.
Go to Company > Organizations.
Click Upload Organizations.
Choose your CSV file.
Enable Include locations only if your file also contains location columns.
Click Upload.

Best starting point

The safest workflow is to export your organizations first, edit a copy, and then upload that edited CSV. The uploader accepts both the provided snake_case template headers and the human-readable headers used by the export.

How existing organizations are matched

Each row is matched in this order:

id
slug
name

If no existing organization matches, a new one is created. For updates, keep id or slug in the file whenever possible.

Supported columns

Column	Required	Notes
`id`	No	Best field for updating an existing organization.
`name`	Yes for new rows	Organization name. Used as the fallback match key if `id` and `slug` are not present.
`slug`	No	If blank on a new record, the system generates it from the name.
`group`	No	Group name. If the group does not exist yet, it will be created.
`url`	No	Organization website URL.
`number`	No	Internal or vendor number.
`sales`	No	Optional sales accounts. Separate multiple values with `\|`, `,`, or `;`. The importer will try account ID, email address, then exact account name.
`sales_incentive`	No	Accepted true values: `true`, `1`, `yes`, `y`, `on`. Accepted false values: `false`, `0`, `no`, `n`, `off`.
`status`	No	Accepted values: `active` or `inactive`.
`data`	No	Optional JSON payload. Only use this if you already know the expected structure.
`address`	No	Used only when Include locations is checked.
`city`	No	Used only when Include locations is checked.
`state`	No	Used only when Include locations is checked.
`postal_code`	No	Used only when Include locations is checked.
`country`	No	Used only when Include locations is checked. Use the country code from admin, such as `US` or `CA`.
`phone`	No	Used only when Include locations is checked.

What Include Locations does

When Include locations is enabled, the uploader creates a basic location for that row if the location does not already exist by the same name and address.

A location will only be created when the row includes all of these values:

address
city
country
phone

This path creates a simple location record only. For full location management, including SEO, map settings, listings, pickup settings, and other optional fields, use the dedicated Locations upload.

Important behavior

If a text column is present and the cell is blank, that value may be cleared on update.
Boolean and status fields only change when you supply a value.
If you are updating existing rows, keep id or slug in the file to avoid accidental duplicates.
The uploader will report how many organizations were created, updated, skipped, and how many locations were created.

Troubleshooting

If sales users do not attach, confirm the value matches an existing account ID, email address, or exact account name.
If a group name is new, the uploader will create it automatically.
If no location is created when Include locations is checked, confirm the row contains address, city, country, and phone.
If you are unsure which columns to use, start with the attached organization-upload-template.csv.

Attachments (1)

csv

organization-upload-template.csv
109 Bytes