> For the complete documentation index, see [llms.txt](https://documentation.civalgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.civalgo.com/documentation/resources/create-an-organization.md).

# Create an organization

Create, import and manage your organizations: customers, suppliers and sbcontractors

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c35fc178bda7b154532fe1_Screenshot%202024-08-19%20at%2011.07.36%E2%80%AFAM.png" alt=""><figcaption></figcaption></figure>

## Prerequisites

None

## Create an organization

1. Navigate to the “Organizations” page
2. Click on the “New Organization” button to start creating

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3b069a5038c9e9f9ef9f8_66c3b02c1a62c6b9e2cf40e3_1.png" alt=""><figcaption></figcaption></figure>

1. Enter the required fields
   1. Name: Will be visible when you need to choose this organization from a list
   2. Type (Optional): Allows you to classify organizations in the list
   3. Location (Optional): Allows you to visualize the organization on the map
   4. Note (Optional): Additional Organization Information
2. Click on the “Confirm” button and your organization will be created.

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3b06aa5038c9e9f9efa02_66c3b035d72a613213b04d9c_2.png" alt=""><figcaption></figcaption></figure>

## Importing organizations

1. Navigate to the “Organizations” page
2. Click on the options button at the top right and “CSV import”

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3b06aa5038c9e9f9efa05_66c3b03e3f051c6e66c2be43_3.png" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. If you are uploading a file, it must be a CSV file. You will then need to associate the columns in your file with the columns of an organization.
   2. If you use the manual function, simply copy and paste the information previously filled in from an Excel whose columns are ordered as shown on the import page.
2. Revise the errors indicated by our tool if necessary
3. Click on the “Import” button and your organizations are created

<figure><img src="https://cdn.prod.website-files.com/5e18a758ba9f9e4f88f12058/66c3b06aa5038c9e9f9ef9ff_66c3b046d570320d3527b618_4.png" alt=""><figcaption></figcaption></figure>


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