Import Companies via CSV

Overview¶

This guide walks you through importing your companies into Grovana. Companies should be imported first because People and Opportunities link to Companies.

Before You Start¶

Prerequisites Checklist¶

Step 1: Prepare Your Company Data¶

Required and Recommended Fields¶

Domain Format¶

Domain columns:

• Domain / Domain Label: acme.com
• Domain / Domain URL: https://acme.com

Address Format¶

Address is a nested field with multiple columns:

Address / Address 1,Address / City,Address / State,Address / Country,Address / Post Code
123 Main Street,San Francisco,CA,USA,94105

Sample CSV Structure¶

name,Domain / Domain URL,Domain / Domain Label,Address / City,Address / Country,employees
Acme Corp,https://acme.com,acme.com,San Francisco,USA,250
Widget Co,https://widgets.co,widgets.co,New York,USA,50

Step 2: Access the Import Feature¶

Option 1: From the Companies View

1. Navigate to Companies in the left sidebar
2. Click the ⋮ icon on the top right
3. Select Import records

Option 2: Using Command Menu

1. Press Cmd + K (Mac) or Ctrl + K (Windows)
2. Type "import"
3. Select Import records
4. Choose Companies

Step 3: Upload Your File¶

1. Click Select file
2. Choose your CSV, XLSX, or XLS file
3. Wait for Grovana to analyze your file

Step 4: Map Your Columns¶

Grovana automatically tries to match your columns to fields. Review and adjust:

1. Check automatic mappings — verify they're correct
2. Fix incorrect mappings — click the dropdown to select the right field
3. Skip columns — select Do not map for columns you don't want to import

Important Mapping Rules¶

• Domain: Map to Domain / Domain URL (not Domain Label)
• Address: Map each part to its specific column (City, State, etc.)
• Select fields: Values must match existing options (or you'll map them in the next step)

Step 5: Map Select Field Values¶

If you have Select or Multi-Select fields:

1. Grovana shows your values alongside existing options
2. Match each value in your file to a Grovana option
3. Or create new options if needed

Step 6: Review and Fix Errors¶

Before completing the import, Grovana validates your data:

1. Click Next Steps
2. Rows with errors are highlighted in yellow
3. Fix errors directly — click a cell and edit the value
4. Remove problematic rows — click the X to skip that row

Common Company Import Errors¶

Step 7: Complete the Import¶

1. Review the import summary
2. Click Confirm to import
3. Wait for the import to complete
4. Verify by checking a few records

After Importing Companies¶

Now you can import records that link to Companies:

1. Import People — link them to Companies using the domain
2. Import Opportunities — link them to Companies
3. Verify the import — spot-check a few records to ensure data is correct

Updating Existing Companies¶

To update companies instead of creating new ones:

1. Include the domain or id column in your file
2. Grovana matches records by this unique identifier
3. Existing companies are updated; new ones are created

See How to Update Existing Records for details.

FAQ¶

Troubleshooting¶

Having issues? Check:

• How to Fix Import Errors
• Field Mapping Reference
• Uniqueness Constraints