When you have a long list of companies to add to your account, typing them in one by one is not necessary. Simply email your list of companies to your Client Success Manager or to firstname.lastname@example.org.
What format should you use?
An Excel or .csv file is preferred, but any format is fine.
You can access our template here. After opening the template, in order to download a copy to your machine, click File, click Download, then click either "Microsoft Excel" or "CSV" (as you prefer).
What information is required?
At a minimum, each company in your file should contain a Legal Name, Domicile, and Business Structure. If you have multiple Accounts, please indicate which Accounts each Company should be added to.