Companies¶

Add New¶

To add a company:

1. Log in to Campaign Studio.

2. In the left navigation pane, click Companies.

3. On the Companies page, click +New.

4. On the New Company page, enter the details in the fields and click Save & Close.

   You can organize custom fields into Core and Professional.

Plugin¶

As you add contacts to Campaign Studio through plugins, their associated company information, such as accounts and organizations, can also be pulled in. For information about setting up your plugins, see Plugins directory.

API¶

With the flexible, API-first architecture of Campaign Studio, you can add new companies through API from virtually any source, as long as the source also has an open REST API. You must have the API enabled in Settings > Configuration > API Settings, and add your application in Settings > API Credentials. For more information, see API documentation.

CSV import¶

Campaign Studio accepts CSV files up to 1 GB encoded in the UTF-8 format. When importing a CSV, you can import up to five files in parallel.

Before importing your CSV file, complete the following steps:

1. If there are custom fields in the list, create those custom fields in Campaign Studio.

2. Set up users with company permissions to assign company ownership.

3. Clean your data, ensuring:

   • No accents or special characters
   • Capitalize names
   • Check formatting on email addresses, phone numbers, data values, etc

4. Click Import in the menu next to +New.

5. Choose your UTF-8 encoded CSV file.

6. Adjust Delimiter, Enclosure, and Escape, if necessary. By default, Campaign Studio uses a comma, quotation mark, and forward slash.

7. Select an Owner (optional).

8. Map the fields in your CSV file to the fields you want your data saved to in Campaign Studio.

   Note

   If the column header in the CSV matches the Alias of any of your Campaign Studio fields, those columns and fields are mapped.

9. Click Import.

You may review the import history to see what files you’ve uploaded, how long it took, the number of inserted, updated, or ignored rows (companies), and when the import took place.

Search¶

Several operators and commands exist to help you find companies meeting a certain criteria. To see the full list in your instance, click the question mark next to the Filter box.