Import - Export

Easily add multiple accounts at once with the "Import Accounts" feature—just upload, map, and you're done

1. Access Accounts menu → Accounts

2. Click on the Accounts list

3. Download Sample file, refine and upload

4. Select customer type (Company or Person)

5. Click when confirming the upload file

6. Review and adjust field mappings between Seamless and the uploaded file, then click “Next” to proceed to the Preview step.

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7. Preview the uploaded data, then click “Import” to move to the Import Processing step.

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8. All uploaded accounts will be imported into the system at this step.

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.

1. Access Accounts menu → Accounts

2. Click on the Accounts list

3. Filter the account list, click the “Export account” button, and a green message will confirm the export request

The "Export History" feature lets you view and download previously exported account files, with the latest export conveniently displayed at the top.

1. Access Accounts menu → Accounts

2. Click on the Accounts list

3. You can then download the exported account file via the Download button, the latest export file is displayed on top.