---
title: "01. Importing Companies"
slug: "01-importing-companies-1"
updated: 2026-08-27T19:36:21Z
published: 2026-09-23T12:58:21Z
canonical: "wiki.cobblestonesoftware.com/01-importing-companies-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 01. Importing Companies

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**01. Importing Companies**

*03. Admin User Manual › Vendor/Customer Management › 01. Importing Companies*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Bringing many company records in at once is handled by Administration → **Data Import**, described in the application as importing records from CSV using mapping templates — the same generic import tool used for other record types, applied to the Vendors/Customers area to bulk-create or update company records from a spreadsheet.

# 2. Key Elements

- Administration → **Data Import** imports records from CSV using mapping templates
- A mapping template ties spreadsheet columns to company fields
- The same tool covers other record types, not only companies

# 3. Quick Reference Summary

[TODO: content needed]