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How to Add, Change Ownership, and Bulk Delete Company Data in the Web Version

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Learning Center Mekari
  • Updated

The Company menu is used to manage company data, from adding new data and changing ownership to deleting large amounts of data. In this guide, you will learn how to add, change ownership, and bulk delete company data through the Qontak web version. 

A. How to Bulk Add Company Data

  1. On the Company page, click "Add Company” and select “Multiple 
    Companies”.

  2. Download the available template from the CRM Dashboard. In this case, you can select a template in CSV, XLS, or XLSX format.

  3. Please note that the _unique field_ that distinguishes one “Company” record from another is the email and phone number.

  4. When entering data using this Excel form, make sure that the data entered is not duplicated. Then, fill in the available columns in Excel according to the database you have.

  5. If there is a column marked (*), it means that the column is required. For customized columns such as Status, Job Title, etc., the data entered in the Excel file must match the options available in the CRM database. The spelling, capitalization, and spacing must be exactly the same, because typos or discrepancies will cause errors in the uploaded data.
    Company_Bulk_3.jpg

  6. Once all the “Company” data in the Excel file has been filled in, you can change the format of the Excel file to “Text”.
    Company_Bulk_4.jpg

  7. Click “Upload file” to upload the “Company” file again.

    The maximum number of rows you can fill in is 3,000 rows.

  8. Select your CRM “Company” data Excel file. If the following notification appears, it means that your Company data has been successfully uploaded.
    9.png

  9. To view the progress of the data upload, you can periodically check the Settings menu, under the Business operations tab.

    If any data fails to upload, the system will automatically send a notification to the email address registered to your Qontak CRM account. Once you receive the notification email, you can view details explaining which data failed to upload. Please check your file again and correct the incorrect data.

B. How to Bulk Change Company Ownership

  1. In the All Companies list, check the companies whose ownership you want to change (or use the “Select all companies that match your filters” option). 
  2. Then click “Actions”, and select “Bulk change selected”.

  3. Then you will be directed to the following view. Set “Set owner” to select the new owner and “Give permission to” to give access to other users. In this case, you can set either one or both.

    - Set owner: Changes the company owner in bulk, for example, from Budi Santoso to Fajar Nugraha.

    - Give permission to: Removes access permissions or changes the previous company ownership in bulk to another user without changing the company owner.

  4. Then click “Apply”.
  5. The following pop-up notification will appear, stating that the Company data ownership has been changed in bulk.

C. How to Bulk Delete Company Data

  1. In the All Companies list, check the companies you want to change (or use the “Select all companies that match your filters” option). 
  2. Then click “Actions”, and select “Delete selected”.
  3. The following confirmation pop-up will appear. Please note that deleted data cannot be restored.
  4. The company data has now been successfully deleted. 

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