There are two ways to add new companies to the Companies platform—either one at a time through the Add Company modal or, if you are dealing with a large number of companies, you can use the CSV import function.
Add company modal
To get started, navigate to the Companies module from the main nav, and select Add Company in the top right corner. This will open the company creation modal to be populated.
Then fill in as many of the fields as you require, only the Company name is required, all other fields are optional. These fields are outlined below:
The name of the company as it will appear throughout Sine platform.
Upload a company logo, this will appear in the Company profile section where users can see an overview of that company at a glance.
Company website URL
Include the company's URL here, this will create a direct link to their website from the Company profile section.
The address where the company is located. This field uses Google Maps API to auto-complete and speeds up the data entry process.
By default, this field accepts an Australian Business Number (ABN) and runs a validation check against the ABN Register, preventing the entry of an invalid ABN.
If you would like to use a different identifier, you can toggle the Identifier type to Other using the dropdown menu. Then, enter your chosen identifier for the company.
The name of your organisation's contact at the company.
The best email address for your organisation's contact at the company.
This status can be used by Sine Workflows to affect site check-ins and workflow submissions. If this functionality is enabled, then Sine will only accept workflows and check-ins from users associated with an Active company.
To enable this, read Connecting the Companies and Workflows module.
This gives you a free text entry field to enter any notes that may be useful for sharing between the administrators of your Companies module. These are not seen by the company or its visitors, only your administrators.
Import companies from CSV
Currently, CSV import is managed by Sine. If you would like to bulk import a company list please get in contact with your Sine representative.
You can pre-populate a CSV ready for upload using the below template: