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
After clicking on the “Import account” button, a popup will display. There are 4 steps to import the accounts
Upload file
In this step, user can download a template file via the “Sample file” download button.
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.
Select mapping
User 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 can manually select the mappings in this screen.
After clicking on the “Next” button, user will go to the next “Preview” step.
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.
Import processing
At this step, all uploaded accounts will be imported into the system.
Export account
After filtering the account list, use can click on the “Export account” button, the system will then display a green message:
User can see the exported account by clicking on the “Export history” button.
User can then download the exported account file via the Download button, the latest export file is displayed on top.
