Importing Accounts

The Template

Please use the Guide for instructions on what each column header means and required fields.

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How To Use This Template

Please Save a Copy of this template below.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.

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Click Here to Save A Copy Of This Accounts Template to your Google Drive

Please make a copy in your Google Drive. The template cannot be globally shared.

Using the Importer

Step 1: Prepare your file for import

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Save Your File as a Comma Delimited CSV

If using Excel there are several CSV options. Please use CSV (Comma Delimited) (*.csv)

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Google Sheets only has one CSV option: Comma Separated Values (csv)

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Step 2: Click on the Importer Icon on the blue navigation bar and click on Accounts

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From here you can upload your file, use the Append Import behavior, and click Check Data.

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If you get any error messages, don't panic! This is normal and common. Please fix the field(s) on the line(s) stated in the message and reimport your file.

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When there are no import errors, click Import

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If updating or re-importing Accounts, please use the Replace import behavior

If address columns exist in the spreadsheet, Append might duplicate any addresses that have already been imported.