How to Add Accounts to the System

V7 Instructions (Current)

Option 1: Add Individually

1. Click Accounts in the Main Menu, then click Add Account at the top right

   

2. Fill in the appropriate fields and click Save

Option 2: Import via CSV

1. Save an excel file of your accounts as a CSV (You can also fill out the Account Template and save as CSV)

2. Go to the Accounts → Click the down arrow next to Add Account → Import

   

3. Choose your file

   1. Specify the format (select headers: Yes if you used our template)

4. Optionally manage duplicates, then click Next

5. Map columns to fields

   • NOTE: You do NOT have to have fields or columns in the same order or with the same name to import correctly

     

6. Click Import, review results, then click Finish

V6 Instructions