Support Help

Import Account

  1. Click Import link from the top right corner in Accounts Home Page.
  2. In the Import Accounts Wizard page, choose the file which can be in .xls or .csv or vcf formats.
  3. Provide instructions to be performed when duplicate files are encountered.
  4. Click Next.
  5. Map the fields as per relevancy.
  6. Click Next. The Confirm Mapping page opens up.
  7. Check if you have mapped the fields correctly and click Import. Import Summary page displays the number of records added, updated and ignored.

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