You can add large numbers of companies via Excel files that you create while logged in to TurnLink (or MapMyStores). Compile your current Customer list into our Excel template, either by creating a blank spreadsheet or mapping with an existing spreadsheet file that you may already have in Excel on that same page. We will help QA and will import the data for you once it is all approved and correct. You will then email the finished import files, or questions along the way, to support@turntree.com.

Mapping an Excel Company List

1. Confirm that you have a Microsoft Excel 1997-2003 Spreadsheet (.xls) file with a company list and remove any rows that are blank or do not contain company/contact data.

2. Log into your account and click on Setup > Imports > Company Lists.

3. In Step 1, enter some text to help you identify the Excel file that will be created and eventually imported into your database.

4. In Step 2, click on Map an Existing Document.



5. Click on the ‘Choose Files’ or ‘Browse’ button and then select your valid XLS file.

6. Click the ‘Map Fields’ button to upload the file. The page will refresh in a few moments with the top four rows of your data available in dropdown menus to relate to the proper fields where you want the data to be added.

7. If there is more than one Worksheet in your Excel file, you will need to select the correct worksheet when Step 2 reloads.



8. When the page reloads, or if your file has only one worksheet or your worksheet is in the first tab, your next step is to identify how many header rows there are in your file.



9. Next to each field that is in the ‘Columns To Include’ list which corresponds to a column in your Excel file, you should select the column in the dropdown next to that field. The first four rows of your data of each column are available in this dropdown to view so you know which fields map to which columns.

10. Add more columns/fields to your template that you may not have data to map but want to setup in Excel. Some fields will be pre-checked and required to be in your import file even though you may not be mapping any columns from your original file into them, but will instead manually add the data in the Excel file. If you are using TurnLink, you may check any other columns, such as TurnTags, Distributors or Products Carried so that you can manually add some of these core relationships in Excel where it is easy to cut and paste and scrub your data before adding to the database for everyday use.

11. Click ‘Download File’ button on the bottom of the page when you have checked all of the fields that you would like in your import file and have mapped those that you want populated, cleansed and de-duplicated in the file that is created.



12. Click ‘Download File’ button in the popup that is mapping your data and creating the final import file. Most browsers use Ctrl-J to open the download window if you do not see where the file was saved on your computer.

13. The Instructions tab will describe this information. The Company Import tab is the tab that will be imported into your database by a TurnTree support person, and the Possible Duplicates tab (if it appears) is a list of the companies that were removed from the Company Import tab because they either appear twice or are already in your account. You can copy and paste any rows from the Possible Duplicates tab back into the Company Import tab if you want them to be imported. The duplicates are found by comparing any phone columns that are being used in your import. You can correct phone numbers and/or addresses and names before or after copying the rows back into Company Import if you do not want them to be notated as duplicates.



We recommend that when adding multi location accounts you use colons (with no spaces) to denote the location for a chain. For example, MOM’s Organic Market:Rockville and MOM’s Organic Market:Frederick. This way when searching your database you can easily distinguish the locations, but on your MapMyStores (and other) output you can choose just to display the store name (e.g. MOM’s Organic Market). Please see the QuickBooks Setup Guide for information regarding how this works with QuickBooks Customer:Jobs (https://www.turntree.com/support/?which=qbwc page 8).

Additional TurnLink Sales Manager Information

If you want your database to be notated with an Event in the Company Overview that a duplicate was attempted (so you know that a product is carried or a distributor is used, etc) as well as have extra fields updated, such as distributor, TurnTags, etc, you should copy the row back to the Company Import tab but not change any of the address details, name or phone number so they are picked up as duplicates and updated rather than added a second time. You may leave the list on the Possible Duplicates alone if you do not need a note in the existing accounts in TurnLink about the attempted import.

Fill in the Company Type Column with the appropriate letter ‘P’, ‘C’, ‘D’, ‘S’, ‘R’ or leave blank for things like Press, Events, Organizations, Demo Groups, etc.

Fill in any of your TurnTags by typing ‘Primary’ for the primary type (listed on top of each Company Overview > Details in TurnLink) or enter an asterisk (*) to indicate it is a normal TurnTag listed in the TurnTags area of the Company Overview.

Fill in account number for each Distributor/Vendor that you are including a relationship for or type an asterisk (*) to indicate the company uses that distributor but that you do not know the account number at this time for that company with that distributor/vendor.

Enter an asterisk (*) for any column containing a Product that you know the company is already carrying if you want TurnLink to be updated with this information.

Use the Creation Note Lines 1-5 for extra data that we do not have a field for on the Import setup page. This information will be added as the first Event in the Company Overview and should contain the source of this company/lead/customer and can also be used for assigning a rep, terms, or any other data that can be searched and related once imported into TurnLink.

Submitting Your Completed Import Template

Please email your cleaned up file to TurnTree Solutions : support@turntree.com for us to test, feedback and then import into your account.

You can add large numbers of companies via Excel files that you create while logged into TurnLink (or MapMyStores). You have the option of creating a blank template which you can populate or mapping [converting] an existing document into our template. We will help quality assure and import the data for you once you have converted it into our template. 

Mapping an Excel Company List

Login to your account and click on Setup > Imports:

• Import Type = Companies
• Name your import template (e.g. Customer List)
• Select 'Map Existing Document'
• Click the ‘Browse’ button and select the valid Excel file you want to map
• Click 'Continue':

• If there is more than one Worksheet in your Excel file, select the one you want to map.
• Indicate how many header rows there are in your file.
• Auto Apply Phone Style for consistency. 
• Choose your capitalization preference: 

The following information/categories are available to map:

• Company: basic company data such as store name, address, and phone number. 
  
• Contacts: basic contact data such as name, title, phone number, and email. 
• Products: what products a store carries and basic audit data such as retail price.
• Tags: Unique tags you've created in your database. Click Here for additional information regarding tags. 
• Distributors: what distributor(s) the stores use. 

Click on the section you want to map to expand it (e.g. Company): 

Next to each field in TurnLink is a dropdown menu with columns from your Excel file. Select the column that matches the TurnLink field you want to map it to: 

'Company Name', 'Company Phone', 'Company Type', and 'Creation Note Line One' will be pre-checked and are required to be in your import file even though you may not be mapping any columns from your original file to them. 

You may check any other fields, such as Tags or Distributors, so you can manually add these core relationships in your new Excel template where it is easy to cut, paste, and scrub your data before adding it to the database for everyday use.

Once you have checked and/or mapped all the fields you want to include click 'Create Template:

Your template will download automatically. 

Open the template and read the 'Instructions' tab. 

The 'Company Import' tab is the tab that will be imported into your database by a TurnTree support person.

When a document is mapped we run a check for duplicates by Company Phone Number (required). The results appear on a new tab called 'Possible Duplicates'. Please note that all companies listed on this tab will NOT be imported as our system has determined that they are either already in your database, or that they are listed twice on your import file. If you copy and paste them back onto the 'Company Import' tab we can either import them and update the existing company records OR we can import them as new companies if they are not in fact duplicates (very unlikely).

Additional Mapping Information

** We recommend when adding multi location accounts you use colons (with no spaces) to denote the location for a chain (e.g. MOM’s Organic Market:Rockville and MOM’s Organic Market:Frederick). This way, when searching your database you can easily distinguish the locations, but on your MapMyStores (and other) output you can choose to display just the chain name (e.g. MOM’s Organic Market). If you use QuickBooks this will translate to the Customer:Job relationship when synced.  

** Fill in the Company Type column with the appropriate letter ‘C’, ‘P’, ‘D’, ‘S’, ‘R’ or leave blank for things like Press, Events, Organizations, etc. (C=customer, P=prospect, D=distributor, S=sales company, R=regional).

** Use the Creation Note Lines 1-5 for extra data that we do not have a field for on the import mapping page. This information will be added as the first Event in the Company's History and should contain the source of this company/lead/customer. It can also be used for assigning a rep, terms, or any other data that can be searched for and related once imported into TurnLink.

** Fill in your Tags by typing ‘Primary’ for the primary type (also functions as QuickBooks Customer Type) or enter an asterisk (*) to indicate it is a secondary type.

** Fill in account numbers for each Distributor you are including or type an asterisk (*) to indicate the company uses that distributor but you do not know the account number.

** Enter an asterisk (*) for any column containing a Product that you know the company is already carrying if you want TurnLink to be updated with this information. 

** Enter an asterisk (*) in the MapMyStores Status column for all stores you want to appear in your MapMyStores store locator. 

Submitting Your Completed Import Template

Email your completed file to support@turntree.com for us to test, feedback, and import for you. Please note that there is a $25 quality assurance and import fee per file with up to 2,500 rows.