PubGizmoSysop: Claude re-edit

2026-06-05T17:50:25Z

Claude re-edit

← Older revision		Revision as of 13:50, 5 June 2026
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	''Part of the [[Onboarding Import: Introduction\|Onboarding Import]] series.''		''Part of the [[Onboarding Import: Introduction\|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. ~~PubGizmo will use this sheet to create Organization records and, where applicable, link them to contacts from the [[Onboarding Import: Contacts\|Contacts]] sheet~~.		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, 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.		You do not need to pre-populate this sheet with every organization you work with. If a contact record on the [[Onboarding Import: Contacts\|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.

	== ~~Column Notes~~ ==		== Columns ==

	=== Organization ~~Name~~ ===		=== 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 [[Onboarding Import: Contacts\|Contacts]] and [[Onboarding Import: Contracts\|Contracts]] sheets.		Enter the full, official name of the organization.

	=~~== Organization Type ===~~		<span style="color: #E6A817;">'''Match Warning'''</span> — The organization name as entered here must be matched exactly wherever it appears on the [[Onboarding Import: Contacts\|Contacts]] and [[Onboarding Import: Contracts\|Contracts]] sheets.
	~~Indicate the type of organization, e.g.,~~ ''~~Literary Agency~~'', ''~~Publisher'', ''Distributor'', ''Estate''. These values will populate your Organization Type selector in PubGizmo~~ — be ~~consistent with spelling~~ and ~~capitalization~~.

	=== ~~Address, City, Province/State, Postal Code, Country~~ ===		=== Column B — Primary Email ===
	Enter the organization's ~~mailing~~ address~~. Country should use the two-letter [[wikipedia:ISO_3166-1_alpha-2\|ISO 3166-1 alpha-2 code]] (e.g., ''CA'' for Canada, ''US'' for United States)~~.		Enter the organization's primary email address.

	=== ~~Website~~ ===		=== Column C — Primary Phone ===
	~~Optional.~~ Enter the ~~full URL including the protocol, e.g., ''<nowiki>https://www.example.com</nowiki>'~~'.		Enter the organization's primary phone number.

	=== ~~Notes~~ ===		=== Column D — Website ===
	Optional. ~~Any brief notes relevant to~~ this organization. As with ~~all cells, do not enter information here that belongs~~ in ~~another column~~.		Optional. Enter the organization's website URL, including the protocol (e.g., ''<nowiki>https://www.example.com</nowiki>'').

			=== 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 [[wikipedia:ISO_3166-1_alpha-2\|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.

PubGizmoSysop: Claude conversion from PG site

2026-06-04T23:26:17Z

Claude conversion from PG site

New page

''Part of the [[Onboarding Import: Introduction|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. PubGizmo will use this sheet to create Organization records and, where applicable, link them to contacts from the [[Onboarding Import: Contacts|Contacts]] sheet.

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, 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.

== Column Notes ==

=== Organization Name ===
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 [[Onboarding Import: Contacts|Contacts]] and [[Onboarding Import: Contracts|Contracts]] sheets.

=== Organization Type ===
Indicate the type of organization, e.g., ''Literary Agency'', ''Publisher'', ''Distributor'', ''Estate''. These values will populate your Organization Type selector in PubGizmo — be consistent with spelling and capitalization.

=== Address, City, Province/State, Postal Code, Country ===
Enter the organization's mailing address. Country should use the two-letter [[wikipedia:ISO_3166-1_alpha-2|ISO 3166-1 alpha-2 code]] (e.g., ''CA'' for Canada, ''US'' for United States).

=== Website ===
Optional. Enter the full URL including the protocol, e.g., ''<nowiki>https://www.example.com</nowiki>''.

=== Notes ===
Optional. Any brief notes relevant to this organization. As with all cells, do not enter information here that belongs in another column.

Onboarding Import: Organizations - Revision history

PubGizmoSysop: Claude re-edit

PubGizmoSysop: Claude conversion from PG site