Adding companies
Add companies one at a time, upload a CSV or sync them from your CRM.
Companies are the accounts you manage. There are three ways to add them.
Add a single company
- Open Companies.
- Select Add Company.
- Fill in the details, including any custom fields, and save.
Upload a CSV
- Open Companies.
- Select Upload.
- Choose your CSV file and match its columns to CSNook fields.
- Confirm the upload. You can check progress under Uploads in the account menu.
Sync from your CRM
Connect Salesforce or HubSpot to bring companies and contacts in automatically. See Connecting Salesforce or HubSpot.
Tip
Create your custom fields before uploading, so every column in your file has a field to map to.
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