Import and print company records

Maintain organisation profiles and business relationships.

Companies — PLM application screenshot
Companies · Application screenshot
  1. Use the company CSV popup and review its instructions.
  2. Inspect imported records before repeating the import.
  3. Print a record or list and check the compact image layout in PDF preview.

Example

Begin a large import with two rows containing the main fields you use. Check their results before importing the remaining companies.

Check the result: Print a record or list and check the compact image layout in PDF preview.