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After filling information into the template file, user 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 will go to the next “Select mapping” step.
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If the fields in the uploaded file do not match with Seamless fields, user can manually select the mappings in this screen.
After clicking on the “Next” button, user will go to the next “Preview” step.
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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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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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