You're now able to quickly and easily upload multiple company accounts at once from the "accounts" tab! The process is very similar to importing contacts from CSV or Excel.
Step 1: Go to the Accounts tab from the sidebar
Step 2: Click "upload accounts", next to the search bar.
Step 3: Upload your CSV or .xlsx file (formatted according to the sample import template in the highlighted link)
You're also now able to edit account details in bulk by using our new export feature. The process is quick and straight forward:
- Check 2 or more accounts to edit and click the export button that appears on next to the "upload accounts" button. The file will be sent to your email as a .csv or .xlsx file.
- Once you've received your exported file, open them with excel or google sheets and edit the account details.
- Upload your updated file from the Accounts tab and overwrite the company accounts you changed.
To verify your imported accounts, simply click "view import logs" from the sidebar.