Seamless provides features to easily upload multiple accounts and export filtered account lists for efficient management.
To use these features, you should have the “Import accounts” and “Export accounts” permission.
Get started
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| title | Import customer accounts |
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Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done Access Accounts menu → Accounts Click  Image Added on the Accounts list Download Sample file, refine and upload Select customer type (Company or Person) Click  Image Added when confirming the upload file Review and adjust field mappings between Seamless and the uploaded file, then click “Next” to proceed to the Preview step.  Image Added
Preview the uploaded data, then click “Import” to move to the Import Processing step.  Image Added
All uploaded accounts will be imported into the system at this step.
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| title | Export customer accounts |
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The "Export Accounts" feature lets you quickly download a list of accounts based on your selected filters, making it easy to access and share account data. Access Accounts menu → Accounts Click  Image Added on the Accounts list Filter the account list, click the “Export account” button, and a green message will confirm the export request  Image Added
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The "Export History" feature lets you view and download previously exported account files, with the latest export conveniently displayed at the top. Access Accounts menu → Accounts Click  Image Added on the Accounts list You can then download the exported account file via the Download button, the latest export file is displayed on top.  Image Added
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