During onboarding or when updating records in your organization, you can import company data directly into OfficeRnD Flex. This helps you save time, reduce manual entry, and ensure consistent company records across your platform.

By importing company records in bulk, you can populate your CRM and billing system with accurate data in minutes. This process also allows you to update existing records without creating duplicates. After importing, existing data can also be updated and edited.

Before you begin

File format: CSV (.csv) only
Supported date formats: YYYY-MM-DD, DD/MM/YYYY, or MM/DD/YYYY
Required fields: Company Name, Location, Start Date

Tip: Download our template to avoid formatting errors.

Step 1: Prepare the data spreadsheet

To ensure your data flows into the system correctly, start with a formatted template.

Go to Settings > Data & Extensibility > Import.
Open the Companies tab.
Click Download Template to get an example file with the correct column headers.
Enter all company data in the file.
- Required columns:
  - Company Name – Rename the first column from "Name" to "Company Name"; otherwise, the import won't work.
  - Location
  - Start Date – Use one of the following date formats:
    YYYY-MM-DD
    DD/MM/YYYY
    MM/DD/YYYY
- Optional columns:
  - Company Email
  - Twitter
  - URL
  - Billing Name
  - VAT Number
  - Reg Number
  - Address
  - City
  - State
  - Zip
  - Country
  - Tags

Empty spaces at the beginning or end of cell values will be removed automatically.

Step 2: Upload and match columns

Once your file is ready, you must connect your spreadsheet headers to the corresponding fields in the system.

In the Companies import tab, click Upload CSV.
Select your file and click Open.
Select the Date Format that matches your spreadsheet. You cannot continue if the date format is incorrect.
Review the Match Columns section.
- The top row shows system fields.
- The bottom row shows your file headers.
Pair any unmatched columns manually. You can also match custom property fields to existing custom properties in the system.
When you're ready, click Continue.

Resolve validation errors

Before finalizing the import, the system checks for data inconsistencies.

Red errors: You must fix these issues in your spreadsheet and upload the file again to continue.
Yellow warnings: These are alerts about potential issues. You can still finish the import, but we recommend reviewing the data first.

If you can’t resolve an issue, contact support@officernd.com for help.

Step 3: Review and import

Finally, you must review the expected results of the import and finalize it.

Review the Import Summary to see which records will be added or updated.
Optionally, save your column mapping as a preset:
1. Click Save preset CSV.
2. Enter a name for your import settings.
3. Click Save preset CSV to confirm.
Click Import to complete the process.
Wait for the success confirmation message before navigating away.

Update existing companies

The import tool identifies companies that already exist in the system by their name. If a company in your file matches an existing record, the system updates the current information with the new data from your CSV file instead of creating a duplicate. This is a reliable way to make bulk edits.

Example: You can update billing addresses or add tags across multiple companies using a single import file.

[Flex] Import Companies

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