How To: Import Accounts

Owned by Ellen Greyling (Deactivated)
Last updated: 06 Jul, 2023 by Sean Poole
2 min read

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Warning: We highly recommend and always suggest that you run an Import Job on your test platform first, before you upload the data on live.

To learn how to complete an Import Job, click here.

Important Info regarding special characters Č, Š, Ž and Ć:

If your organisation/business operates using Languages where the following special characters are present - Č, Š, Ž and Ć - and you wish to use the importer to upload content containing these characters to the platform - you will need to contact the accessplanit Support Team.

You can contact us via the Customer Portal or by giving us a call on 01524 389 841.

Creating the Import Profile

First, you need to create an Import Profile to user for the upload. Click here for more information on how to do this.

To Accounts, you will need to create a Company Destination.

The following field will need to be a Key Field for the Company Import Profile:

  • CompanyName - this is the name of the Account you're wanting to import.

The following fields are also mandatory for this import:

  • CompanyGroupID - this is the Account Group you want this Account to be nested within.

 

We also recommend you include Status within your import. Accounts imported without a Status of 1 (Enabled) will be imported into your platform with the Status of New, which will mean Users belonging to this Account will be unable to log in.

Filling in the Import File

Then, you need to create your import file that you will use to upload the data. Below is a sample file showing you how to format it:

Company Import Template.csv

All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.