Onboarding Import: Organizations

Part of the Onboarding Import series.

The Organizations sheet records companies, agencies, estates, and other non-person entities that appear in your data — literary agencies, sub-licensees, rights-holding organizations, and so on. Each row represents one organization.

You do not need to pre-populate this sheet with every organization you work with. If a contact record on the Contacts sheet includes an organization name in Column G, PubGizmo will create the Organization record from that data automatically. Use this sheet for organizations that have no associated contact, or for organizations where you want to supply additional detail directly.

Columns

Column A — Organization

Enter the full, official name of the organization.

Match Warning — The organization name as entered here must be matched exactly wherever it appears on the Contacts and Contracts sheets.

Column B — Primary Email

Enter the organization's primary email address.

Column C — Primary Phone

Enter the organization's primary phone number.

Column D — Website

Optional. Enter the organization's website URL, including the protocol (e.g., https://www.example.com).

Column E — Address Line 1

Enter the first line of the organization's mailing address.

Column F — Address Line 2

Optional. Enter the second line of the mailing address (suite number, floor, c/o, etc.).

Column G — City

Enter the city.

Column H — Prov / State

Enter the province or state. For Canadian provinces and US states, use the standard two-letter abbreviation (e.g., BC, ON, NY, CA).

Column I — Postal Code

Enter the postal or ZIP code.

Column J — Country Code

Enter the two-letter ISO 3166-1 alpha-2 country code (e.g., CA for Canada, US for United States).

Column K — Category

Enter the type or category of this organization (e.g., Literary Agency, Publisher, Distributor, Estate). Be consistent with spelling — these values will populate your Organization Category selector in PubGizmo.