With Adenzo, you can import information about companies from any CSV (comma-separated value) file, such as purchased marketing lists. CSV is a standard spreadsheet format used by many programs. You can have the CSV file on your computer or stored on Google Drive.

If the file has both companies and contacts in it, specify the correct mapping to put the company data in the company list.

Importing from Your Computer

To import companies from a CSV file stored locally:

  1. Click Company Lists in the left navigation bar.
  2. On the Company Lists page, click the CSV Imports button.
  3. In the CSV Company Imports page, click the Import new CSV file button.
     
    Import company csv from computer
  4. In the Add New Files dialog, to add a CSV file from your computer, on the My Computer tab, click the dotted box in the middle of the dialog. Locate and select the file to import, and then click Open. (Alternatively, you can drag files directly into the box.)
     
    Mapping CSV data for company
  5. On the CSV Companies Import page, specify the settings in the Global options section.
    In particular, make sure you select the First row includes field names check box if the CSV file is set up that way. If it only has company information, keep this check box clear. Also, unless you want the imported company data in the Default company list, specify another company list.
  6. In the Map the CSV fields section, specify the Adenzo Data Field for each field in the CSV file.
    If there is no match or if you don’t want to include that field, select – Skip this field –.
  7. Click Import Companies.
  8. Verify that the imported companies appear in the correct list.

Importing from Google Drive

To use Google Drive to access the file, the CSV file must remain a CSV file and not get converted to another file type.

Do not upload the CSV file to Google Docs.

To import companies from a CSV file on Google Drive:

  1. Click Company Lists in the left navigation bar.
  2. On the Company Lists page, click the CSV Imports button.
  3. In the CSV Company Imports page, click the Import new CSV file button.
  4. In the Add New Files dialog, to add a CSV file from Google Drive, click the Google Drive tab.
  5. If this is the first time you’ve connected to Google Drive from Adenzo, click Login to Google Drive. If necessary, type your username and password and click Sign in. If necessary, click Allow to access your Google Drive. (You may have to go through steps 2-4 again.)
     
    Import company data from Google Drive
  6. Then select My Drive.
    If, when looking at the files in My Drive, they don’t seem to be the correct files, log out of the Google account and then log in again.
  7. Select the check box next to the CSV file to import.
  8. Click Done.
  9. On the CSV Company Import page, specify the settings in the Global Options section.
    (See above for details.)
  10. In the Map the CSV fields section, specify the Adenzo Data Field for each field in the CSV file.
    If there is no match or if you don’t want to include that field, select – Skip this field –.
  11. Click Import Companies.
  12. Verify that the imported companies appear in the correct list.

Clicking Go to CSV Imports list cancels the import process.

After you import a CSV file, you can access it within Adenzo from the CSV Company Imports page by clicking CSV Imports on the Company Lists page. By clicking the gear icon, you can delete the file if you no longer need it or re-import the information.
Reimport or delete CSV file