Importing Companies and Contacts

If you have a large number of companies and/or contacts that you want to add to your ABLE account, importing this data is quicker and more efficient than typing it all in by hand. Firm Administrators can import companies and contacts in bulk from the Firm Settings.

Access the Company and Contact Import

From the 'My Firm' page, choose the Firm Settings button and then the 'Firm Import' tab.
Download the template file to your computer. See below for an explanation of each of the fields

Things to Know

In the field list below, the required fields for importing your companies and contacts are identified with an '*'. The more information that you provide, however, the better your data will be in ABLE.
If a company does not have a contact, only populate the company fields for the row.
If a company has more than one contact, each contact should be on it's own row and the company information should be included in each row.
If a contact is an individual and does not have a company associated with them, only populate the contact fields for the row.
Different contacts cannot have the same email address. If multiple contacts have the same email address, the import will use the name of the last contact row that contains the email.
If a contact has more than one email address, they will be imported as separate contacts. ABLE does not currently handle multiple email addresses for one person.

Import Template Fields

Company Fields

Column Title	Description/Notes
company_id	Will remain empty for any new companies. ID should only be used for updating existing companies.
company_name*	If company_id is not set, the import will look for an existing company with this name. If found, it will update the existing company. If not found, a new company will be created
company_main_address_label	Identifier for the address (i.e. HQ or Office). Will default to the company name if not provided
company_address1	Line one of the company address. (example 123 Main St.)
company_address2	Line two of the company address (example Suite 300)
company_city	Company city
company_state	Company state
company_phone	Company phone number
company_zip	Company postal code
company_country	Company country
company_industry	Company industry
company_tags	Identifiers for the company record. Separate multiple tags by commas. Any new tags will be created during the import.
company_client_identifier	An optional field for storing a value used for identifying your company. Many use IDs from other systems

Contact Fields

Column Title	Description/Notes
contact_id	Will remain empty for any new contact. ID should only be used for updating existing contacts.
contact_email	Contact's email address. The importer will also check for an existing contact by email address. If found, the existing contact will be updated.
contact_first_name*	Contact's first name
contact_last_name*	Contact's last name
contact_title	Contact's title
contact_roles	Role(s) for the contact. This is a drop-down list in ABLE. If the Role listed does not exist, a new one will be created. Separate multiple roles by commas.
contact_nickname	Any different version of the contact's first name. If none, the first name will be used.
contact_phone	Contact's phone number
contact_phone_ext	Contact's phone extension, if applicable
contact_mobile_phone	Contact's mobile phone
contact_main_address_label	Identifier for the contact's address (i.e. 'Home'). This only needs to be used to document a contact's address if there is no company for the contact or if there is an additional address in addition to the company address.
contact_main_address_1	Line one of the contact's address. (example 123 Main St.)
contact_main_address_2	Line two of the contact's address (example Apt 502)
contact_main_city	Contact's city
contact_main_state	Contact's state
contact_main_zip	Contact's postal code
contact_main_country	Contact's country
contact_client_identifier	An optional field for storing a value used for identifying your company. Many use IDs from other systems
tags	Identifiers for the contact record. Separate multiple tags by commas. Any new tags will be created during the import.

More questions? Email us at support@growwithable.com