Editing Multiple Companies

Make changes to a large list of companies at once

Written by Matteo Silla

Last published at: July 28th, 2025

How to update multiple companies at once

In this article you will learn how to update more than one company at a time


  • Navigate to the Company Manager
  • Click on 'Search', scroll to the bottom of the page, and click 'Export for Updates' in the lower right corner. This will download an Excel file containing your entire company database.

  • If you only want to export specific companies, you can select them and then click 'Export For Updates' using the 'Queue Options'


  • Once you've made the changes in the file, navigate to the Import Contacts tab and select 'Companies' under Import Type. Browse your computer for the file you edited, and click Import.


NOTE: If you do not filter down your search results by Company Name, City, Type, etc., you will export your entire companies database.

NOTE: It is very important to not change the layout or columns of this Excel. It can only be reimported into the system if it remains in the original format.