How to Bulk Create or Update Company Records via CSV

This guide explains how to bulk create and update Company records using a CSV file.

Bulk create company records via CSV

1. Open the Company object and click Import.
2. Choose CSV file as the import source.
3. Download the Company CSV import template if needed and fill in the required fields.
4. Upload the CSV file.
5. Map CSV headers to Sanka properties and keep the object set to Company.
6. Select Create company records and run the import.
7. Confirm the records are created in the company list.

Bulk update company records via CSV

To update existing records, include a Company ID column (Sanka auto-numbered ID or your unique ID) so the system can identify target records.

1. Open Import and select CSV file.
2. Upload the CSV and map headers to Sanka properties.
3. Select Update company records, set the key property to Company ID (or your unique ID), and run the import.

Link parent/child companies

To set parent-child relationships, see: How to set parent/child companies via CSV.

Error and history

To review import status and error files, see CSV Import/Export Errors.