How should I organize and import data for company directors, secretaries, and contacts with different email addresses?

To organize and import data for company directors, secretaries, and contacts with different email addresses, follow these steps:
​
1. Separate the client and contact information into two distinct spreadsheets. The client file spreadsheet should only contain information about the company, while the director's and secretary's information should go to the contact file spreadsheet.
​
2. Include the company secretary's information in the contact file spreadsheet. If a client has multiple contacts, you can use the options to make the contact primary and add them as a CC in automated emails. Here is a guide on how to configure this.

3. The Setup Your Import Files guide provides detailed information on the process and timeline for importing data.