Important Notes

You can run the import and review process as many times as necessary. 

Before each import attempt, we recommend that you save the source file with a new name (e.g. Companies Import Review1.xlsx,  Companies Import Review2.xlsx, etc). This will give you a sequential reference to the modified data file(s) and help prevent overwriting a file by accident.

For information on specific validation logic, refer to the Validation Logic Sheet attached to each module's import instructions.