Import companies from a file or pasted list
Bring a CSV, Excel file or spreadsheet column into a watchlist and review every match before adding.
Monitoring · 2 min read
Quick steps
- Download the CSV template and replace the example rows.
- Open the destination watchlist → Import companies.
- Choose a file or paste, then review the matches.
- Confirm the companies to add and review any left-out rows.
Prepare your list
Use company numbers where possible; names may need a choice. Keep leading zeros and letter prefixes, such as 01234567 and SC123456. Format the column as Text in your spreadsheet before saving. CSV and Excel (.xlsx) files are supported. For a paste, use one company number or name per line.
Choose the file and column
Open your watchlist → Import companies. Choose Upload a file or Paste a list. For a workbook, select the right sheet. Select the column with company numbers or names and check whether the first row contains column names. Only the chosen column is checked.
Review the matches
Check the preview before confirming. Company numbers match exactly; uncertain names need you to choose the correct company or skip the row. Duplicates and companies already in this list are not added twice. Not-found rows are left out. Correct those entries and retry; you can download the left-out rows after the import.
Limits and what happens next
Import is available on paid plans: up to 500 entries at a time on Pro and 1,000 on Business. Enterprise capacity follows your agreement. Split larger files into parts. You also need enough monitored-company allowance for new companies. An import adds companies to the list; it does not create a new alert. An existing watchlist alert covers its current members.
Paste company numbers or names · Anonymised example
Paste company numbers or names
Example client list
Company numbers or names
01234567 SC123456 Example Services Ltd 01234567
One per line, or paste a spreadsheet column. Company numbers match exactly; names may need a choice.
Related help
Keep a client or supplier list together, then choose how you want to receive updates.
Monitoring
Choose which recorded changes you receive, where they arrive and how often email is sent.
Monitoring