SafetyCulture
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Add companies

Learn how to add companies to your organization via the web app.

The Companies feature is currently in Early Access. If you're interested, go to the web app, select Companies from your organization name on the lower-left corner, and click Get Early Access.

Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.

What are companies in SafetyCulture?

The Companies feature in SafetyCulture helps organizations maintain an organized register of contractor companies they work with. It allows administrators to efficiently manage contractor details, primary contacts, workers, and key compliance documents, such as certifications and licenses.

You can categorize contractor companies by type and manage their details through their company profiles. Additionally, you can add users to a company, monitor user activity, and track the validity and expiration dates of stored documents associated with each company.

An example of the company list page on the web app.

What you'll need

Add a company

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Companies.

  3. Click Plus iconAdd company on the upper right-hand side of the page.

    Add a company via the web app.

  4. Enter the following company details:

    • Company logo: Upload an image of the company logo.

    • Name: Enter the company's name.

    • Type: Select or create a company type.

    • ID: Enter the company's unique ID.

    • Phone number: Enter the company's contact number.

    • Email: Enter the company's email address.

    • Address: Enter the company's location.

    • Status: Select whether the company is Approved, Pending, or Deactivated.

  5. Click Next: UsersRight-arrow icon to add new or existing users to your company. You can also choose whether to assign them as a company manager or member.

  6. Click Done.

You can only bulk upload up to 500 companies at a time.

Bulk upload companies

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Companies.

  3. Click More vertical icon on the upper-right corner of the page and select Bulk upload CSV iconBulk upload (CSV).

  4. Click Download iconDownload CSV template on the upper-right of the page.

  5. Open the CSV template and prepare your companies.

  6. Once you're ready, your CSV should look something like the following example:

    Add companies in bulk using the CSV template via the web app.

  7. Go back to the web app and upload your CSV.

  8. Review the list of companies you're uploading. If there are any errors, resolve each error, and then click Re-upload and try again.

  9. Once you're ready, click Finish and upload on the upper-right of the page.

CSV troubleshooting guide

If there's an error in the CSV of companies you've uploaded, we'll highlight it when you're reviewing the data. You can refer to the following potential errors for resolutions.

Error

Resolution

Company type doesn't exist

Please ensure the company type is created in your organization. If the credential type has been created already, check that the spelling in your CSV file is correct.

Company name already exists

Please ensure the company name is unique.

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What are companies in SafetyCulture?

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