Import Accounts
Records > Accounts > New/Import 

You can create new accounts by importing from an external list. To add the account number to an Excel, CSV, or text file, you simply need to specify the number.

Action: Select Import Accounts.

Connector type: See import connections for help with setting up a connection to a file to import.

Connection string: See import connections for help with setting up a connection to a file to import.

Reference columns by: See import connections.

Account: Specify what column in the import file contains the account number to be imported. Identify the column by the heading or by the column number based on the above Reference columns by value selected.