Importing Accounts

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The Accounts module provides an import feature that enables you to import account details from an external source saved in a Comma Separated Values (.CSV) file into ConcourseSuite.

To import accounts:

1.Click Import on the menu bar, as shown in Figure 1.

 

Accounts_menubar

Figure 1 Accounts Menu Bar

The View Imports page is displayed, as shown in Figure 2.

accounts_importpage

Figure 2 View Imports Page

2.Click New Import, as shown in Figure 2.

The New Import page is displayed, as shown in Figure 3.

 

accounts_newimport

Figure 3 The New Import Page

For more details, refer to Importing Leads.

Note: The Account Type is also imported and specified in the .CSV files.