Import Companies

In Zhylar, importing customers allows you to bring all your existing customer data into one secure, centralised database. You can include names, contact details, purchase history, and account information. This data comes from external sources like spreadsheets, CSV files, or other software. This ensures your team has organised, up-to-date information to manage relationships effectively and deliver personalised service.

Importing Companies to Zhylar Platform

• Log in to Zhylar
• Go to Left-hand navigation panel
• Click on Companies

• The Companies list view will open.

• From the top-right hand corner, click ⋮ 3 dots beside +New Company
• Select Import Companies.

• You will be taken to a new page.
• Upload a file in .xlsx format with the details of your Companies.

• If file is not ready, Download Template File from the right-hand corner.

• Fill out the data in the filed provided.
• All fields marked in * are mandatory.

• For some fields, entry can be punched manually.
• For others, such as country code, industry and such, a drop-down arrow will be there. You can select one of the pre-filled values.

• Once done, upload this file back in the space provided.

• Click Import Companies.
• Your Companies will be added to the system.

• Click on Go to All Companies to go to Company List View page.
• You can now see this newly added company in the list view.

• In case there is an error with the file upload, simply click Replace File and try again.

Once your Companies have been imported, you can now proceed. Read about how to navigate through the Companies module at Zhylar.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!