Import Accounts
The Import Accounts feature allows account owners and administrators to efficiently add multiple customer accounts by uploading a CSV file. This tool streamlines the process of populating customer records, ensuring accuracy and consistency. By mapping CSV file headers to specific customer account fields, you can customize the import process to suit your business needs. This feature is ideal for bulk updates, migrating data, or onboarding new customers quickly and effectively. Once imported, the accounts can be managed and viewed from the Accounts section on the Main Dashboard.
Prerequisites: Account owners and those with administrator access.
Instructions
- From the main Dashboard, click the Administration tab.
- You will enter the Administration Dashboard.
- Click on Company Settings.
- Click Import Accounts from the expanded Company Settings tab to enter the Import Tool (Import Contacts) page.
- Click the Choose File button, then choose a CSV file from your computer for import.
- Click the green Upload button. You will be directed to the Required Fields page.
- For each header from the CSV file, displayed on the left side, choose a corresponding field you wish to display this data on in the customer account. You may do this by clicking on the dropdown menu for each field.
(Note: You must download data for the required fields, Account Type, First Name and Last Name.) - Once complete, click the green Continue Button. You will be directed to the Import is Ready to Begin page, where you may check the details before continuing.
- At this stage, you may click the blue Make Changes button, if required. Once you are satisfied with the details, click the green Begin Import button. You will be directed to the Import Status page.
- The record should now be visible in the Accounts page available from the Main Dashboard.
See Link for instructions on viewing Customer Accounts. (Coming Soon)