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. PubGizmo will use this sheet to create Organization records and, where applicable, link them to contacts from the 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 Contacts and 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 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., https://www.example.com.

Notes

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