Top menu >> Accounts

Accounts are typically created by the commission import however there can be a need to mass import your accounts for certain occasions. 

The account import requires a template which is attached to this article and also available from within your RPM subscription. 

From the accounts page click More >Import.

Click the blue link Import accounts which will open the excel template needed to import your accounts. 

**Do not move the column headers in different positions as the import will fail. You can add any account basic fields to the end of the account import excel to import into basic fields.

When you are ready and have saved the import file you can use the Import button on the accounts page and browse to the file on your computer. 

Either double click or highlight the file and click Open.

Click Upload.