This tool lets you bulk import new or update existing Company Relationships—including related companies, contact details, licenses, locations, and relationship settings—all in one CSV.
✅ What You Can Do
Create or update relationships between your company and vendors/customers
Add or edit related company details
Link multiple licenses, locations, and contacts
Assign relationship types, groups, and owners
Include LeafLink customers and payment terms
⚠️ If updating, you must include the Distru ID for each row
⚠️ Multiple locations, licenses, and contacts per row are supported using numbered headers (e.g., “Contact (First Name) #2”)
🧾 Preparing Your CSV File
🔻 Step 1: Download the Template
Go to Settings > Import Data > Company Relationships
Click Download Template
Template includes base headers; you can add numbered fields for additional contacts or locations.
🧩 Step 2: Fill in Relationship Fields
Category | Column | Required | Notes |
Base Info | Name, Legal Business Name | ✅ | Must be unique |
| Group Name | Optional | Auto-creates if not found |
| Relationship Type Name | Optional | Auto-creates if not found |
Emails | Order Email, Purchase Email, Invoice Email, Shipment Email | Optional | Separate notification fields |
Ownership | Owner | Optional | Must match an active user’s full name |
LeafLink | Customer Name | Optional | Must match existing LL cache |
Images | Image Name, URL (all sizes), Scope | Optional | Up to 1 image per row |
Payment | Default Payment Term Name | Optional | Must match existing term name |
Company Details | Phone, Website, Social URLs, Description | Optional | Enriches vendor/customer profile |
🗺️ Location & License Fields
Field | Description |
Location (Name, Street, City, State, ZIP, Country) | Required for each new location |
License (Number, Type, Issue/Expiry Date, Active) | Optional; can link multiple licenses |
⚠️ Tip | Use |
👤 Contact Fields
Field | Description |
Contact (First/Last Name, Title, Email, Phone, Work Phone, Description) | Supports multiple contacts per relationship |
⚠️ Tip | Use |
📤 Uploading Your File
Navigate to Import Company Relationships
Upload your CSV
Match headers in the mapping UI
Choose Create New or Update Existing
Submit
🎯 Errors return a downloadable CSV with detailed row-level messages
✅ Auto-populates geocoding for new addresses
🔄 Update Mode Rules
Rule | Detail |
ID is Required | For updates, |
Existing Company Match | If name already exists, row is rejected to avoid conflicts |
Partial Updates | You can update just a contact or license without touching other fields |
Immutable Fields | Only fields present in the file are updated—others remain unchanged |
💡 Pro Tips
🧩 Match user names exactly for owner fields
🗃️ Avoid duplicate related company names across rows
🌐 Adding social URLs enhances customer detail pages
🔄 Use
##to clear existing fields