The Companies Import feature in Cadence allows you to efficiently add multiple companies at once using Excel templates. From the Companies Menu, you can download a template, populate it with company information, and upload it to quickly create multiple company profiles, saving time compared to adding companies individually.
When to use
When adding many companies to your event at once
When transferring companies from another system or spreadsheet
When updating multiple existing company profiles simultaneously
When standardizing company information across your event
You must have System Administrator or Event Manager permissions to import companies. Required fields in the template are marked with an asterisk (*).
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
Locate the "Import" button in the upper right corner of the Companies list view.
Click the "Import" button to open the import dialog.
Select "Import Companies" from the options presented.
The import dialog may show additional options such as "Import Companies Appointment Availability" if appointment scheduling is enabled for your event.
Review the import options:
Clear already assigned Company Groups
Clear already assigned People and Groups
Clear already assigned Schedule Items
Download the Excel template by clicking the template link.
Open the downloaded template in Excel or a compatible spreadsheet application.
Fill in the company information in the template, including:
ID (for existing companies)
Name (required)
Motto
Description
Company Groups
People & Groups
Website and social media links
Appointment settings
Company Name is a required field. Logo images will need to be added manually after import.
Save your completed spreadsheet.
Return to the import dialog in Cadence.
Upload your completed spreadsheet by clicking "Choose File" or "Browse."
Select your file and click "Open."
Click "Import" to begin the import process.
Wait for the import to complete.
For large imports, this may take several minutes. Do not close the browser window during this process.
Review the import results, which will show successful imports and any errors.
Download the error report if any rows failed to import.
Verify that your companies appear in the Companies list.
Troubleshooting
If your import fails or contains errors:
Check that all required fields are completed in your spreadsheet
Verify that the format matches the template exactly
For reimporting existing companies, ensure the ID column is populated correctly
If you receive format errors, ensure you're using the supported Excel formats (.xls or .xlsx)