Importing Accounts

Importing Accounts

SupportCenter Plus allows you to import accounts in bulk from a CSV file.

 

To import accounts: 

    1. Click the Accounts tab.

    2. Select Import from CSV by clicking the drop-down arrow beside the New button.

    3. In the import wizard, click Choose File, select the CSV file and then click Submit.

    4. Now, map the account fields with the respective column names in the CSV file and click Import.

To do scheduled imports, head  here.