Bulk Importing Accounts

Learn how you can bulk import Accounts into the platform.

Kevin Qiu avatar
Written by Kevin Qiu
Updated over a week ago

You can quickly Import multiple Accounts to your SafeBase instance in the Accounts page. This can be useful if you are migrating from a different Trust Center platform, or have a significant number of existing customers that you know will need access to your Trust Center.

Note: If you are leveraging our Salesforce or HubSpot auto approval features, this may not be necessary if your customer information is well organized. In this scenario, SafeBase can dynamically check your CRM for Account information, reducing the need to import them ahead of time.

Navigate to the Accounts page and find the Import Accounts button.

You will see an option to Import Accounts and to Import Account Members.

  • Import Accounts is used to first add the customers/prospects as Accounts in SafeBase. We recommend doing this step first.

  • Import Account Members is used to associate individual users as Account Members for existing Accounts in SafeBase. We recommend doing this step after all the Accounts have been imported.

Quick Links

Importing Accounts

  • You will see a modal with instructions on how to populate your file.

    • If needed, you can use the Download Template button to quickly get started.

  • Fill out the information as needed, and click on Import Accounts to select your file. Click through the prompts and make any corrections as needed.

  • When the process is complete, you should see a success message and the new Accounts in the Accounts table:

Importing Account Members

  • If you have finished populating the Accounts table with the required companies/organizations, you can now add users to each Account. Click on Import -> Import Account Members to begin.

  • You will see a modal specifying the required columns. You can download a template if necessary. To prevent errors, please ensure that the Company Name column in your file to import matches the exact spelling of the Company Name for each Account.

  • Fill out the information as needed, and click on Import Accounts to select your file. Click through the prompts and make any corrections as needed.

  • If all the data was input correctly, you will see a success message and the Account Members in the appropriate Accounts.

Troubleshooting

  • We do not currently support Account import if there is already an existing Account with the same name. You will get an error during the import process if there is a duplicate Account:

  • We do not currently support Account Member import if there are multiple Accounts of the same name. If possible, try to ensure that each Account has a unique name. You will get an error during the import process if this is not the case:

  • If you are seeing an error that an Account doesn't exist, please verify your spelling, or create the Account first prior to importing the Account Member:

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