Company

By default, the required fields for creating a company record are:

Field caption in the user interface	Field code in the database
Company Name	comp_name
Address 1	addr_address1
Last Name	pers_lastname
First Name	pers_firstname

In row 1 of the data upload file, enter the captions of the required and any optional Sage CRM fields you want to populate with values. Then, enter the company and person records to be uploaded.

Each row must contain one person record only. If you want to add another person associated with the same company, use a different row and enter the same company details for that person record. The first person specified for a new company in the file automatically becomes the main company contact. You can change the main company contact later in the Sage CRM user interface.

Each company you upload must have an address. If you don't map a column in the data upload file to the company address field in Sage CRM, the address of the first person specified for the company in the file becomes the company's address. If a person record in the data upload file has a business address and a home address, only the person's business address becomes the company's address.

If you specify the same address for multiple person records in your data upload file, a single record is created for the address in the Sage CRM database. Then, this address record is linked to the person records. Any updates made to that address record in Sage CRM apply to all person records linked to that address.