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Add partner organisations and their contacts in bulk using two files - organisations first, then contacts.

How to import organisations and contacts

Sevgi Sairoglu Sezginer

Initial setup for your organisations and their contacts

Organisations

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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