> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/company.md).

# Company

AiFlo allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions.

### Create and Manage Company <a href="#create-and-manage-company" id="create-and-manage-company"></a>

You Can Create a company in the following ways:

1\. Create Company Individually

2\. Import Company

### Create Company Individually <a href="#create-company-individually" id="create-company-individually"></a>

To create company

Go to **Sales** and click on **Company**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FTLjjqczMfOLNwLJHfHLx%2Fimage.png?alt=media&amp;token=9404eb98-c261-4427-96a2-c36f00c47543" alt=""><figcaption></figcaption></figure>

On the Company page click on **+New** to add a new company

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F0nNrhxTYkg9CP8ett8SZ%2Fimage.avif?alt=media&amp;token=34bcd4fb-7663-4f15-88fb-00e8448c43d5" alt=""><figcaption></figcaption></figure>

Add all the details and click on **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FeQZNozxocgN4ySo33W2T%2Fimage.avif?alt=media&amp;token=e1731293-2098-41d5-be29-27ffc2edfda4" alt=""><figcaption></figcaption></figure>

The newly added **Company** will be in the first position on the list

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FyH5L1UFY7mgR1B0gCYbS%2Fimage.avif?alt=media&amp;token=de60a848-bf1e-4792-b0c6-1bfd447b5064" alt=""><figcaption></figcaption></figure>

### Import company <a href="#import-company" id="import-company"></a>

When you have a vast list of contacts in a spreadsheet and you would like to add them as a **Company** in your system, you can import the file and add them as Companies.

On the **Company** page, click on the **Import** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fj28C4GYQnVqDu40drEdx%2Fimage.avif?alt=media&amp;token=1aec267a-1095-4bb9-9826-88097640c435" alt=""><figcaption></figcaption></figure>

You can **Download Template** in xlsx format

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FfkKMlm3u0H5IoLXQ1beK%2Fimage.avif?alt=media&amp;token=9023be81-3a80-4341-b2c1-e9643a4508d1" alt=""><figcaption></figcaption></figure>

Make Sure you fill up all **Required Fields** data while importing data

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FodkU7aBEFcFRnSAtWJqs%2Fimage.avif?alt=media&amp;token=86d37d80-2069-454a-b566-969cbfa99fbd" alt=""><figcaption></figcaption></figure>

Click on **Upload bulk data** to upload your Company list

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FSWNQmLHsCpnZinsZtqFZ%2Fimage.avif?alt=media&amp;token=af9f9a4d-60d7-4964-8ba1-5fbdd11ddd55" alt=""><figcaption></figcaption></figure>

After uploading Customers in xlsx file format, you can see imported companies in the company list

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FTOBXRYdhouUXLSYctkJI%2Fimage.avif?alt=media&amp;token=7c24419a-0d23-4e32-9512-84ee92f3866e" alt=""><figcaption></figcaption></figure>

Last updated 11 months ago
