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These are the features to help user you to create a large amount of accounts via file upload as well as extract the list of accounts based on the user’s your filter.
Pre-requisites
In order to To use these features, users you should have the “Import accounts” and “Export accounts” permission.
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After clicking on the “Import account” button, a popup will display. There are 4 steps to import the accounts
Upload file
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In this step, user you can download a template file via the “Sample file” download button.
After filling information into the template file, user you can upload the file again via “Upload file” button, or directly drag and drop the file into the section. “Organization” and “Type” are mandatory to proceed the next step.
After clicking on the “Next” button, user you will go to the next “Select mapping” step.
Select mapping
User You can review the mapping between the fields in Seamless and in the uploaded file.
If the fields in the uploaded file do not match with Seamless fields, user you can manually select the mappings in this screen.
After clicking on the “Next” button, user you will go to the next “Preview” step.
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Preview
At this step, user you can preview the uploaded data.
After clicking on the “Import” button, user you will go to the next “Import processing” step.
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After filtering the account list, use you can click on the “Export account” button, the system will then display a green message:
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User You can see the exported account by clicking on the “Export history” button.
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User You can then download the exported account file via the Download button, the latest export file is displayed on top.
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