Update and Upload Exported Accounts

As an administrator, you can export existing accounts in a comma-separated values (CSV) file, and then make bulk updates to the accounts. When doing this, the structure of the updated file must match the structure provided in the import template file. Follow the guidelines for the Account Import Template.

To update exported account information

1. Export the accounts to a CSV file. For more information, see Manage Multiple Accounts.

2. Ensure the exported CSV file has the same structure as the Account Import template.

3. In a CSV editor, update the file.

4. Save the file.

To upload the updated accounts

1. On the main menu, select Accounts. The Accounts page opens.

2. Click + Add Account and select Import Accounts. The Import Accounts window opens.

3. Click Select CSV File. Your browser’s Open window opens.

4. Locate and click the file you wish to upload.

5. Click Open. Your browser's open window closes.

6. On the Import Accounts window, click Import.

7. If the imported file contains errors, click Download Report. The error report is downloaded according to your browser’s settings. Accounts with errors (other than duplication errors) are not imported.

8. Correct the errors in the file you attempted to import and import it again.