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:
Figure 1 Accounts Menu Bar The View Imports page is displayed, as shown in Figure 2. Figure 2 View Imports Page
The New Import page is displayed, as shown in Figure 3.
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. |