The Account Import is available at the System only. To run a system level import, click on the Configuration tab and locate the Import Data menu item under the Import / Export menu group.

The import file must be a comma delimited (.csv) file. An excel file can easily be saved as a comma delimited (.csv) file by selecting the File >> Save As option and changing the Save As Type field to “CSV (Comma Delimited) (*.csv)”. Each column heading needed for the import file is listed below. The import file must follow the exact order as presented below; if this order is not exact the import will be unsuccessful. The import logic expects the column headings to be in the first row/line of the import file. The second row/line of the file is the first row that it tries to import. If an error occurs on any row, it will skip that row and process whatever rows it can. The import screen will display any errors that occur and will provide record counts.

This import can be “undone” as long as none of the accounts imported are in use in the system. You can also access the imported Accounts and edit them to make corrections.