> 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://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2Fhx8uaawZLguHfWsZ9e4G%2FCreate%20an%20organization%20%232.png?alt=media&amp;token=bd94a135-bfc0-4c91-a9d1-6105482d7aee" alt=""><figcaption></figcaption></figure>

## Prerequisites

You must have Resource Manager permission or higher to access the Organization section and make adjustments there.

## Create an organization

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

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FCWxJdrxd3sxMzbiDypUd%2FCreate%20an%20organization%20%233.png?alt=media&amp;token=f9c8d988-cf9f-4d28-a053-b79af9556bad" alt=""><figcaption></figcaption></figure>

1. Enter the required fields
   1. Name: The name of your client, supplier, or subcontractor
   2. Type (Optional): Allows you to classify organizations in the list
   3. Location (Optional): Lets you view the organization on the map and include your client's address on a work order
   4. Email: Enter your contact person's email or a main email address
   5. Phone number: Enter the main phone number for this organization
   6. Main contact: Enter the name of the main contact
   7. Note (Optional): Additional Organization Information
   8. [Add properties](https://documentation.civalgo.com/documentation/settings/manage-custom-properties) to your organization list to further customize and refine your searches.
2. Click on the “Confirm” button and your organization will be created.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FCWxJdrxd3sxMzbiDypUd%2FCreate%20an%20organization%20%233.png?alt=media&amp;token=f9c8d988-cf9f-4d28-a053-b79af9556bad" alt=""><figcaption></figcaption></figure>

## Importing organizations

1. Navigate to the “Organizations” page
2. Click on **Import**

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FUAnDAVMH4Ldkm2ZtZcCl%2FCreate%20an%20organization%20%234.png?alt=media&amp;token=5e81b637-ea59-4f70-a1fc-e875884326d2" alt=""><figcaption></figcaption></figure>

1. Click “Upload file” or enter your details manually
   1. You can paste information, fill it in manually, or choose to import from an Excel or CSV file, where you will then need to map your file's columns.
   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://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FfO2EGebTSxL9HThZWagS%2FCreate%20an%20organization%20%235.png?alt=media&amp;token=ebadb48b-59ea-495c-b479-5a7140b837f7" alt=""><figcaption></figcaption></figure>

## Keep your list up to date navigate it

1. Use the search bar to quickly find your organizations
2. Filter or sort your columns to improve readability
3. **Edit** your entries using the pencil icon at the end of each resource row
4. **Archive** entries that are no longer relevant to refine your list. You can select several at once.
5. Open the three-dot menu in the top right. Select **Show archived items** to view or unarchive them.

<figure><img src="https://4134278745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxU6tqvHV93MebTO1c9hv%2Fuploads%2FcbkHl4zVNgtWTx81qmPx%2FCreate%20an%20organization%20%236.png?alt=media&amp;token=2d70a890-08bd-415a-b09f-4ab21fbf6fc8" alt=""><figcaption></figcaption></figure>
