Step 3: Add Accounts

There are two ways that you can add an account. Each option is easy and simple to do!

Option 1:

  • Click Accounts on your top bar - You may need to select "All" to find Accounts
  • Click
  • Fill in the appropriate fields.
    Option 2:
    • The other option is to fill out our Accounts Template<link> and import the file.
    • To import Accounts, you must first select the Accounts module.
    • Next, click Actions > Import
    • Step 1: Choose File

      • Step 2: Specify format - the biggest focus here is to select whether or not your spreadsheet has headers or not (if you used our template, it does).
      • Step 3: If you have existing Accounts in the system you can opt to manage duplicates.
      • Click Next.
      • Step 4: Map the Columns to Module Fields. Here, you can choose which fields will populate when you import the file.
      • Click Import.
      The next screen will show the results of your import, then click Finish.

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