Big Biller Help Center

Adding Companies

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Adding Records to Big Biller

  • Click the plus sign icon in the upper right corner of the database
  • You’ll be presented with the option to add a Person, Company, or Job
    • From the Add a Person page, you can manually enter the corresponding information on the left, or parse a resume on the right
    • From the Add a Company or Add a Job page, you can manually enter all corresponding information
  • Enter all necessary details and then click the Save button in the bottom left corner
  • Note: You can also add new People records by utilizing the Email Parser, Chrome Extension, and/or Contact Importer
    • You can also add new Company records by utilizing the Contact Importer
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Locate Records Created from the Contact Importer

  • Expand the Sidebar and click on the Settings icon
  • Click to expand the Tools and Data Management section and select Contact Importer
  • Locate the import you wish to view and click on the corresponding People or Companies link
  • Name your Hotlist in the Create Hotlist window and click Create
  • Access your newly created Hotlist from the Sidebar
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Importing a List of People/Companies Using the Contact Importer

  • Big Biller’s Contact Importer gives you the ability to import spreadsheets and create new records for People, Companies or a combination of the two
    • Make sure that each record is on a single row within your spreadsheet and that the first row of your file includes the headers that label each column
  • From within Big Biller, expand the Sidebar in the top right corner of the page and click on the Settings icon
  • Click to expand the Tools & Data Management section and then select Contact Importer
  • To begin a new import, click the Start an Import button and then follow the steps of the Import Wizard
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Adding a New Company Record

  • Click the plus sign icon in the upper right corner of the software and then select Add a Company
  • Enter the Company information into the corresponding fields
  • Once all of your Company information is entered, click the Save button in the bottom left corner of the page