import companies

Import Companies Excel

Warning! e-Captain can only import from the first tab in your MS Excel file!

Large groups of people or companies can quickly import e-Captain by members or a contacts file in the form of an Excel file. In the chapter available fields, you will find the fields that are available for the import.

For the Import within e-Captain, the first column (A1) of the MS Excel document must start with a Member number (without a dot). The first row of the MS Excel file must consist of field names, this is the header.

You must ensure that unique member numbers are listed in the A column.

Import companies into e-Captain

• Go to the Management Center in e-Captain.
• Select the Import option.
• Then click on Import Companies.

• The screen below will be opened. Here you can indicate whether the import concerns New relations or Additional data!
• If you want to add new companies, but the membership number already exists, this will not be possible.
• If a membership number already exists, under the Additional data option, the contact card of this member (company) will be supplemented/updated with the data from the MS Excelsheet.
• Click here on the Browse button to select your MS Excel document. Via the explorer you can find and select the MS Excel file on your computer.
• Click Open at the bottom of the screen. If the file is selected and added, click on the Send button.

• Check the columns and adjust if necessary. If you use the same field names in your MS Excel document as in this document, e-Captain will automatically link them.
• Click the Import button!

• Click OK to import your MS Excel file actually into e-Captain.

You have now imported your MS Excel document with the companies. The companies should be added and visible under Member Management.

Companies in Member Management have the following icon.

Address fields Excel

The address fields in Excel for the import of members and companies have different field names. A detailed description can be found here and then the chapter Address fields Excel.

Available fields Import Companies

* Place in Group (group name)

You choose a group for which you intended this column. Expected values are the names of the group items. For example: Place in group board, the MS Excel column expects the name of the group item, board member, chairman, etc.

* New Group

Same as Place in Group, only a group is automatically created with the name of the corresponding column. If a group already exists with this name, it will be used.

The free fields are automatically assigned the name that is listed in the first row (header). You dont have to define it in advance.

* Selection field 

Expected values of selection field items, for example header field material with items: wood, iron, stone etc

Example Excel file - Import companies

We have made an example import companies document. You can download it below.

Download Excel file - Import companies