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Last updated: November 19, 2024

Add companies

Learn how to add companies to your organization via the web app.
  • The Companies feature is currently in Early Access. If you're interested, go to the web app , select Companies from your organization name on the lower-left corner, and click Get Early Access. Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.
What are companies in eAuditor?

The Companies feature in eAuditor helps organizations maintain an organized register of contractor companies they work with. It allows administrators to efficiently manage contractor details, primary contacts, workers, and key compliance documents, such as certifications and licenses.

You can categorize contractor companies by type and manage their details through their company profiles. Additionally, you can add users to a company, monitor user activity, and track the validity and expiration dates of stored documents associated with each company.
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What you'll need
  • Any eAuditor Plan
  • Web app
  • “Companies: Manage” permission
  • Full seat
Add a company

1. Log in to the web app.

2. Click your organization name on the lower-left corner of the page and select Companies.

3. Click Plus icon Add company on the upper right-hand side of the page.

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4. Enter the following company details:

  • Company logo: Upload an image of the company logo.
  • Name: Enter the company’s name.
  • Type: Select or create a company type.
  • ID: Enter the company’s unique ID.
  • Phone number: Enter the company’s contact number.
  • Email: Enter the company’s email address.
  • Address: Enter the company’s location.
  • Status: Select whether the company is Approved, Pending, or Deactivated.
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5. Click Next: Users to add new or existing users to your company. You can also choose whether to assign them as a company manager or member.
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6. Click Done.
  • You can only bulk upload up to 500 companies at a time.
Bulk upload companies

1. Log in to the web app.

2. Click your organization name on the lower-left corner of the page and select Companies.

3. Click More vertical icon on the upper-right corner of the page and select Bulk upload CSV iconBulk upload (CSV).

4. Click Download icon Download CSV template on the upper-right of the page.

5. Open the CSV template and prepare your companies.

6. Once you’re ready, your CSV should look something like the following example:

7. Go back to the web app and upload your CSV.

8. Review the list of companies you’re uploading. If there are any errors, resolve each error, and then click Re-upload and try again.

9.. Once you’re ready, click Finish and upload on the upper-right of the page.

  • When uploading companies in bulk, make sure to fill out the company phone number and email address columns to avoid upload errors.
CSV troubleshooting guide
If there’s an error in the CSV of companies you’ve uploaded, we’ll highlight it when you’re reviewing the data. You can refer to the following potential errors for resolutions.
Error Resolution
Company type doesn't exist Please ensure the company type is created in your organization. If the credential type has been created already, check that the spelling in your CSV file is correct.
Company name already exists Please ensure the company name is unique.
Phone number is not valid Please enter your phone number in international format, starting with a plus sign and the country code (e.g., +1 555 123 4567).
Email is not valid Please update the email and try again.
The country code exceeds the maximum length Please enter less than 3 characters for the country code.

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