Documentation Home »User Guide: Getting Started »Export and Import »Importing Accounts
current version

Importing Accounts

Import File option helps import a large bulk of account information into the account list using the .csv file.

Example of accounts bulk import template

ID Account Name Owner Username Default Contact First name Organization Name
111 Company A admin Jerry Company

To import a bulk of account information:

  1. In the main menu, navigate to Customers > Accounts. The account list opens.

  2. Click Import File on the top right.

  3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

  4. Click Export Template to download a sample .csv file with the necessary headers.

  5. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

  6. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  7. Launch import: After successful validation, click Import File.

  8. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Follow the on-screen guidance for any additional actions. For example, for the inventory template, select one of the options: a) inventory statuses only or b) detailed inventory levels.

More information on how to create and manage accounts is described in the Accounts guide.

Browse maintained versions:
current1.6

You will be redirected to [title]. Would you like to continue?

Yes No
ssossossosso