Import accounts from a spreadsheet

All data in the system can be imported from spreadsheets.

Here is a sample spreadsheet that can be used to import accounts.

View sample spreadsheet in Google Sheets

Additional fields can be added by adding columns to the spreadsheet. The headers have to match the labels of the fields to import.

In the account list, click the "Import" button.

Save the spreadsheet as a CSV file (if you are using Google Sheets, click Download as > Comma-separated values).

Click "Choose File" and select the CSV file.

Click "Import".