Introduction
These are the features to help user to create a large amount of accounts via file upload as well as extract the list of accounts based on the user’s filter.
Pre-requisites
In order to use these features, users should have the “Import accounts” and “Export accounts” permission.
Import account
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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 can download a template file via the “Sample file” download button.
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After clicking on the “Next” button, user will go to the next “Select mapping” step.
Select mapping
User can review the mapping between the fields in Seamless and in the uploaded file.
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After clicking on the “Next” button, user will go to the next “Preview” step.
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Preview
At this step, user can preview the uploaded data.
After clicking on the “Import” button, user will go to the next “Import processing” step.
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Import processing
At this step, all uploaded accounts will be imported into the system.
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Export account
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After filtering the account list, use can click on the “Export account” button, the system will then display a green message:
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