Equus Software

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…

Account Import - Overview

Running the Account Import
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…

Account Import and File Requirements

Click for file layout and validation rules for the Account Import
Click for example CSV file with Usage Type and Account Number
Click for example CSV file with Category and…

Account Import Requirements and Example

Account Import

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