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Account Import - Overview

Please Note:  This import will only create accounts.  It will not update existing accounts and it cannot be undone!   Overview The Account Import can be used to create new Accounts. What gets import

Updated over 2 weeks ago

Please Note: This import will only create accounts. It will not update existing accounts and it cannot be undone!

Overview

The Account Import can be used to create new Accounts. What gets imported is a comma delimited (.csv) file with the first line/row of the file (the header) identifying the database elements for the Account and the remaining rows containing the detail of the data to be imported. You can also import a file with no header row. When importing a file with no header row, the data must be in the exact order specified.

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