Import and Export Of Accounts
The import and export functionality for accounts is an essential feature that allows organizations to efficiently manage their account data across different systems. Importing accounts enables users to upload large volumes of account information in CSV format from external sources, such as spreadsheets or other databases, into the platform. This process typically involves mapping fields from the source data to the corresponding fields in the destination system, ensuring that all relevant information is accurately transferred. Importing accounts can save time, reduce manual data entry errors, and ensure consistency in account data management.
Exporting accounts, on the other hand, allows users to extract account information from the platform in CSV format. This is particularly useful for reporting, data analysis, and backup purposes. By exporting account data, organizations can easily share information with external stakeholders, integrate with other systems, and maintain a secure copy of their records. The ability to import and export accounts seamlessly ensures that businesses can maintain up-to-date and consistent account information across all their tools and platforms, ultimately enhancing data integrity and operational efficiency.
How To Import Accounts
To import, follow a few simple steps, hover over the "Customers icon in the sidebar and select Accounts".
Click on the ellipsis button beside the New button.
Select "Import".
A window appears with specific instructions. Click on the template excel file link. The template shows you the structure in which you can import the data to Ephanti's application. Enter all your details in the excel file(copy the data from your existing file).
Save the file as .csv file.
Upload the file by clicking on "Upload File" link or, you can drag-and-drop the file.
Click on Next.
Here you click on the "Validate" button where it checks if you have entered proper data. After it shows there is no error, click on "Import".
All the data will be imported in the accounts section.
How To Export Accounts
To export data for future reference,
Click on the ellipsis button beside the New button.
Select "Export".
A window appears with all the fields selected by default.
You can choose which fields you want to export here, and then click on the "Export" button.
The data is now exported in .csv format.