> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Companies via CSV

> Complete step-by-step guide to importing companies into SalesLyt.

## Overview

This guide walks you through importing your companies into SalesLyt. **Companies should be imported first** because People and Opportunities link to Companies.

## Before You Start

### Prerequisites Checklist

> [!TIP]
>
> Your file is CSV, XLSX, or XLS format

> [!TIP]
>
> File has fewer than 10,000 records

> [!TIP]
>
> No duplicate domains in your file

> [!TIP]
>
> All custom fields exist in **Settings → Data Model**

> [!NOTE]
>
> Need to import more than 10,000 companies? Split into multiple files or use the [API import](https://docs.saleslyt.com/user-guide/data-migration/how-tos/import-data-via-api.md).

## Step 1: Prepare Your Company Data

### Required and Recommended Fields

| Field | Required? | Format | Notes |
| - | - | - | - |
| **Name** | Recommended | Text | Company display name |
| **Domain** | Recommended | `https://domain.com` | Unique identifier |
| **Address** | Optional | Multiple columns | See below |
| **Employees** | Optional | Number | Employee count |
| **Custom fields** | Optional | Varies | Must exist in Data Model |

### Domain Format

> [!WARNING]
>
> **Use the format `https://domain.com` for domains.**
>
> This matches the format used when Companies are auto-created from email/calendar sync, preventing duplicates later.

**Domain columns:**

* **Domain / Domain Label**: `acme.com`
* **Domain / Domain URL**: `https://acme.com`

### Address Format

Address is a nested field with multiple columns:

```
Address / Address 1,Address / City,Address / State,Address / Country,Address / Post Code
123 Main Street,San Francisco,CA,USA,94105
```

### Sample CSV Structure

```csv theme={null}
name,Domain / Domain URL,Domain / Domain Label,Address / City,Address / Country,employees
Acme Corp,https://acme.com,acme.com,San Francisco,USA,250
Widget Co,https://widgets.co,widgets.co,New York,USA,50
```

> [!NOTE]
>
> **Pro tip:** Click **Download sample file** during import to see the exact column names SalesLyt expects.

## Step 2: Access the Import Feature

**Option 1: From the Companies View**

1. Navigate to **Companies** in the left sidebar
2. Click the **⋮** icon on the top right
3. Select **Import records**

**Option 2: Using Command Menu**

1. Press `Cmd + K` (Mac) or `Ctrl + K` (Windows)
2. Type "import"
3. Select **Import records**
4. Choose **Companies**

## Step 3: Upload Your File

1. Click **Select file**
2. Choose your CSV, XLSX, or XLS file
3. Wait for SalesLyt to analyze your file

## Step 4: Map Your Columns

SalesLyt automatically tries to match your columns to fields. Review and adjust:

1. **Check automatic mappings** — verify they're correct
2. **Fix incorrect mappings** — click the dropdown to select the right field
3. **Skip columns** — select **Do not map** for columns you don't want to import

### Important Mapping Rules

* **Domain**: Map to **Domain / Domain URL** (not Domain Label)
* **Address**: Map each part to its specific column (City, State, etc.)
* **Select fields**: Values must match existing options (or you'll map them in the next step)

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/import-export-data/match-columns.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=9b187e0243ebb3db6cc2f87d12d7bb73)

## Step 5: Map Select Field Values

If you have Select or Multi-Select fields:

1. SalesLyt shows your values alongside existing options
2. Match each value in your file to a SalesLyt option
3. Or create new options if needed

> [!NOTE]
>
> Select options use **API names**, not display labels. Check **Settings → Data Model** → Enable **Advanced mode** to see API names.

## Step 6: Review and Fix Errors

Before completing the import, SalesLyt validates your data:

1. Click **Next Steps**
2. Rows with errors are highlighted in **yellow**
3. **Fix errors directly** — click a cell and edit the value
4. **Remove problematic rows** — click the X to skip that row

### Common Company Import Errors

| Error | Cause | Solution |
| - | - | - |
| **Duplicate domain** | Domain already exists in SalesLyt | Remove from file or update existing record |
| **Invalid domain format** | Wrong format | Use `https://domain.com` |
| **Missing required field** | Required field is empty | Fill in the value or remove the row |

## Step 7: Complete the Import

1. Review the import summary
2. Click **Confirm** to import
3. Wait for the import to complete
4. Verify by checking a few records

## After Importing Companies

Now you can import records that link to Companies:

1. **[Import People](https://docs.saleslyt.com/user-guide/data-migration/how-tos/import-contacts-via-csv.md)** — link them to Companies using the domain
2. **Import Opportunities** — link them to Companies
3. **Verify the import** — spot-check a few records to ensure data is correct

## Updating Existing Companies

To update companies instead of creating new ones:

1. Include the `domain` or `id` column in your file
2. SalesLyt matches records by this unique identifier
3. Existing companies are updated; new ones are created

See [How to Update Existing Records](https://docs.saleslyt.com/user-guide/data-migration/how-tos/update-existing-records-via-import.md) for details.

## FAQ

> [accordion] Why can't two Companies have the same domain?
>
> Domain is a unique identifier in SalesLyt. This prevents duplicate companies and ensures email sync correctly links emails to the right company.

> [accordion] What if I have companies without a domain?
>
> You can leave the domain empty. However, we recommend adding domains when possible for better data quality and automatic email linking.

> [accordion] Can I import companies without any People linked?
>
> Yes! You can import companies first, then import People later and link them using the company domain.

> [accordion] What happens if I import a domain that already exists?
>
> If you include a unique identifier (domain or id) that matches an existing company, SalesLyt updates that company instead of creating a duplicate.

> [accordion] How do I fix 'duplicate domain' errors?
>
> Either remove the duplicate from your file, or include the company's `id` to update the existing record instead.

## Troubleshooting

Having issues? Check:

* [How to Fix Import Errors](https://docs.saleslyt.com/user-guide/data-migration/how-tos/fix-import-errors.md)
* [Field Mapping Reference](https://docs.saleslyt.com/user-guide/data-migration/capabilities/field-mapping.md)
* [Uniqueness Constraints](https://docs.saleslyt.com/user-guide/data-migration/capabilities/uniqueness-constraints.md)


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