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Open the import screen

From Entities, choose Import. Select the import type, CSV or Excel, choose your file, then Import. Use Download Templates for the correct column headers.

Create an entity manually

  • Go to Entities → Add entity (or from a user’s profile, Add entity to tie an owner).
  • Fill in the form and save.

Use a file import when you have many rows or spreadsheet data already prepared.

Import entities only (one sheet)

For entity rows only (no separate business-profile sheet).

  • Import type: Entities
  • Format: CSV or Excel
  • Download the Entities template, fill it, upload, then Import

Matching: Each row matches on name. The same name as an existing entity updates that record.

Columns

  • name — required
  • owner_first_name, owner_last_name — optional; both must match an existing user’s first and last name to attach that user as owner
  • description, dbas, email, website_url, import_context — optional text
  • phone_number — optional; numeric (10-digit style)
  • type, tax_classification — optional; use RISE enum keys, not display labels
  • naics_code — optional; must be a code that exists in RISE
  • state, locality, town — optional; locality/town can use configured labels where supported
  • Social URLs — optional; one column each: facebook_url, twitter_url, instagram_url, linkedin_url, youtube_url, meetup_url (valid URLs)
  • comments — optional; creates a comment on the entity

Import entities and business profiles (two worksheets, Excel)

One workbook for entities plus business profiles.

  • Download Entities and Profiles (Multiple Sheets)
  • Import type: Entities and Profiles (Multiple Sheet)
  • Format: Excel (.xlsx), upload, then Import

Worksheet 1 — same columns and behavior as Import entities only.

Worksheet 2 — one business profile per row.

  • entity_id — optional; RISE entity ID (used first if present)
  • entity_name — optional; exact entity name if entity_id is not used (must match sheet 1 or an entity already in RISE)
  • entity_stage — optional; enum key (e.g. ideation, startup, growth, expansion, mature)
  • registered_on_va_scc — optional; 0 or 1
  • chamber_link — optional; URL
  • target_market — optional; text
  • import_context — optional; text

If neither entity_id nor entity_name resolves to an entity, that row does not create a profile.

Business profiles only

If entities already exist, use the Business Profiles shortcut on the entity import page and its single-sheet templates.

Errors

Failed rows may list on the screen with a short message; fix the file and import again.

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