Data upload tool allows you to add Organisations/Contacts/Assessments in bulk but can be also used as a tool to update information on the system in bulk (e.g. changing email addresses, name of person responsible within the organisation etc.).
For all entities there are two possible actions, "C" which signifies that the entity is to be created new, and "U" which signifies that the existing entity is to be updated. To either create or update an entity please put the corresponding letter in the action column of the CSV file.
action - U/C (Update/Create)
organisationName - Organisation name
primaryContact - Primary Contact (within the Organisation)
personResponsible - person responsible (within your Organisation)
active - TRUE/FALSE (TRUE if Company is active/ FALSE if the company is deactivated - it will show in the Organisations tab only if you tick ‘Show deactivated’)
impact - can be number 0-5, fill in only if known; otherwise leave as 0
notes - internal notes/optional
Here is an example of a filled-in CSV file as an example: