Creating Companies in Spiro
Creating company records in Spiro is both simple and flexible, and this article will showcase different ways users can load companies into the system.
1. Using New Company Button
When viewing the "Companies" tab in Spiro, simply click on the "plus" button in the upper right corner of the menu - from here, you can manually enter in the company name and other information to create the new company from scratch. Note: Spiro will scan incoming emails to automatically associate new contacts with the correct company once the company record exists in Spiro.
2. Mass Data Import
Users can also mass upload a list of companies by using the data import function in Spiro. This is useful when transferring lots of company information from an old system/spread sheets into Spiro. Simply go to Settings > "Import and Update Data" > and select "Import Companies".
From here, you can download the company import template as a CSV file and add the necessary company information to import many companies at once. You can find more detailed instructions on importing and updating data here.
3. Email Assistant
One of Spiro's claims to fame is our email assistant, and this tool allows users to add companies into Spiro without ever logging in to the system. From the comfort of your inbox, simply forward an email from a contact at a new company to firstname.lastname@example.org. Spiro includes a number of commands, but when you tell the assistant to "create a contact" it will automatically create the company as well based off of the email domain.
4. Through the Spiro Assistant Tab
Similarly to the email assistant described above, you can also create new companies through the Spiro Assistant tab. Spiro automatically monitors email interactions both with existing contacts and contacts not present in Spiro. When viewing the assistant in the Spiro application, users will see a "New Deal Alert" card that gives you the option to create new contacts if the email address isn't already in the system. If you click "add to Spiro' for the contact, Spiro will automatically create both a contact and company record for this contact based off of the email domain. Note that if the company is already in Spiro, then the contacts will get logged automatically without needing to use the New Deal Alert feature.