There are three ways to add a company to Coffee:
Automatic creation by syncing your CRM or Google Workspace
Manually adding
Importing a CSV file
Adding companies automatically
Syncing your Google Workspace
Hover over your profile image at the top right
Go to Settings
Under Productivity & Collaboration, click Connect next to Google Workspace
Continue with next steps inside your Google Workspace account
Click 'allow all' to grant permissions
Coffee will automatically create contacts and companies from the external people you meet with and email, and attach meetings and emails to them.
Syncing your CRM (Salesforce or Hubspot)
Hover over Admin at the bottom left, and click Integrations
Next to Hubspot or Salesforce, click Connect
When redirected to your CRM, allow all permissions
Your CRM will start syncing and automatically sync account, contacts and deals. This process might take a few hours. You will receive an email when the initial sync is complete.
Adding companies manually
To manually add a Company into Coffee, follow these steps:
Click on the plus sign in the top right corner
Select Company.
You will be prompted to enter in the company URL and company name.
Click Save
Coffee will automatically enrich your data with additional information such as logo, location, industry, and other relevant information
Adding companies by importing a CSV file
If you have a list of companies ready or you use a different CRM where you can export the data from, you can import your companies all at once:
Prepare your CSV file with the company data. Your file must include a URL for each company.
👉 Use our CSV Template as a guide for setting up your file correctlyIn Companies, at the top right, hover over Actions and click Import CSV
Upload your CSV file
Map the fields on your file to those in Coffee.
You can remove or ignore fields too.
Preview the import to make sure the information looks right
Click Import (bottom right)
That's it! Coffee will import your data, and put it in a new list with the name of the CSV file. If any rows can't be imported, you will see a button for an exceptions file you can download to see what rows were skipped.