Introduction
These are the features to help you to create a large amount of accounts via file upload as well as extract the list of accounts based on your filter.
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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.
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, you can download a template file via the “Sample file” download button.
After filling information into the template file, 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, you will go to the next “Select mapping” step.
Select mapping
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, you can manually select the mappings in this screen.
After clicking on the “Next” button, you will go to the next “Preview” step.
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Preview
At this step, you can preview the uploaded data.
After clicking on the “Import” button, you will go to the next “Import processing” step.
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Import processing
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Get started
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Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done
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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.
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You can see the exported account by clicking on the “Export history” button.
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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.
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