Adding an organization to your Ortto account’s customer data platform (CDP) allows you to link more people in your CDP to another organization, which has not yet been registered in your CDP.
Adding organizations will not affect the contact count of your Ortto plan.
To add organizations, the Organizations feature must first be enabled in your Ortto account (through the page).
On the Organizations page, click .
On the New data source page, select Spreadsheet import, then click Get started. Follow the process for importing data from a spreadsheet (CSV) file, noting the prerequisites to prepare your CSV file before uploading it to Ortto.
As mentioned in the CSV file prerequisites for organizations and people, importing an organization via a CSV file must be accompanied by the details of one or more people, to whom the organization will be linked.
If no person record matching the Email or Phone number exists, a new person record will be created using those values and linked to the organization.
When the import is complete, you will see the CSV file listed on the Data sources page. Access the Organizations page to see the new organization records you imported. By default, the data sources list and organizations table are ordered by most recent creation date.
|To configure a different data source integration, follow the instructions for each integration option under Configuring a new data source.|