Data Import - Companies

Sonido offers a convenient Company import wizard, allowing you to import your Company records and relevant information into your Sonido account quickly and easily. Due to some required fields or data structures, some formatting of your Company list may be necessary in order to support a successful data import. 

IMPORT TEMPLATE

For your convenience, Sonido offers a Company import template that you may download and use. This template includes all the supported Company headers in a .csv format. You can use this template to organize your own Company list and streamline your import process.

DOWNLOAD COMPANY IMPORT TEMPLATE

IMPORT PROCESS

The following video provides a comprehensive walkthrough of the process of importing your Company records with Sonido Software. 

The following are guidelines to follow that related to the supported fields in the Company import process. 

• Name - REQUIRED. Your Company import must include a Name for every company record. This would be the name of the Company. 
• Type - REQUIRED. Your Company import must include a Company Type for every record. The Company Type option in your import spreadsheet MUST exist within Sonido under the Company Type picklist options. If your spreadsheet import has Company Types that do not exist as options within the Company Type picklist field within Sonido, you will need to create each Company Type option within the Sonido Company Type picklist before importing to avoid an import error. You may review the PICKLIST MANAGEMENT guide to learn how to add the necessary Company Type options within the Company Type picklist field. The data in your Company import list MUST be an EXACT match to what is in Sonido's Picklist Management.
• Email - REQUIRED. Your Company import must include an email address for every Company record. The email address is a form of a unique identifier within Sonido. If you do not know the email address for the Company, you can add placeholder text, such as "[e-mail]" to successfully import. If there are multiple Companies in your list that are missing email addresses, it is suggested to add a unique placeholder email address to each record, such as "[e-mail]1", "[e-mail]2", "[e-mail]3", and so on. 
• Phone Number - You may add a single phone number to each Company record. 
• Street - You may add the street address to each Company record as a part of the full address.
• City - You may add the city to each Company record as a part of the full address.
• State - You may add the state to each Company record as a part of the full address.
• Postal Code - You may add the postal code to each Company record as a part of the full address.
• Country - You may add the country to each Company record as a part of the full address.
• Notes - You may add any Company notes to each Company record. Be sure there are no line separations in the notes, as the import supports a single text block without line breaks.
• Primary Contact Email - If you have existing contacts within Sonido that you would like to add as a primary contact on the Company record, you can add the email address for that contact. This will automatically attach that contact to the Company record after the import. The contact record with the associated email address MUST exist within Sonido prior to the Company import for this Primary Contact Email to be successful. 

IMPORTING COMPANIES

After formatting your Company import list to include the supported column headers and cleaning the data as described for each field above, you are now ready to import your list into Sonido. 

You can navigate to the "Settings" menu and select "Data Import" from the options.

In the Data Import screen, select the "Select Data" button and choose the appropriate record type for your data import. In this case, we'll select "Companies."

Next, you will select the "Select File" button to browse your local computer or device for the cleaned Company import list that you've prepared. The import supports the .csv file format, so be sure that your file has been saved in the appropriate format.

For a successful import, be sure that your Company import file has a single row of column headers that denote what the column data contains, and the company data begins on the second row of the spreadsheet. If you have multiple header rows before your company list data begins, remove any unnecessary headers so that your list only has one row for the column headers. 

The next screen in the company import wizard displays your Company list data and allows you to map the fields for the import. In the view, the top row includes the column headers from your spreadsheet, and there will be one or more samples of the data from your company import in the following rows.

At the bottom of this view, the final row includes mapping dropdown fields that represent Sonido Company data fields to select from. If your column headers in your Company import are an exact match with the names of the Sonido fields, the mapping selection will automatically be selected; otherwise, select the appropriate Sonido field that matches your data column. 

When you are ready, select the "Start Import" button to import your Company records. You will see a confirmation message as soon as the import has completely successfully. 

MANAGING ERRORS

When importing your Company list, you may see error messages if the import process cannot complete successfully. These error messages may be caused by incorrectly formatted data, empty required fields, etc. The error messages provide details as to any changes that need to be made within your Company import sheet before attempting to import again. 

In this example, the error message indicates that there is an "Invalid Contact Type "Lead Band Tour Manager" in one or more rows" (this example is related to a Contact import, but the same applies to Company records). What this means is that either you have options in your Contact import list under the "Contact Type" column that do not exist within the related Sonido picklist field (See PICKLIST MANAGEMENT guide to learn how to add the necessary Contact Type options within the Contact Type picklist field) or there is some other difference between these options (i.e. one or more fields in your Contact import sheet may have a space after the Contact Type name, or an additional character that would constitute a non-exact match). Once the correction(s) are made, you can then attempt the import again.

Other examples may indicate that certain required fields are missing from your Contact import list. In this case, one or more records are missing data in the "Email" field, which is required for import. You would need to go through your Contact import list and add any missing data, then attempt the import again. The same applies to any required fields on the Company record.