How to configure the 'Accounts' template for Mass Import

You should have already downloaded the template to mass import Accounts. If you haven’t done so, click on the ‘Step 1. Download Template’ Button as shown below.

Screen%20Shot%202019-02-05%20at%202.42.27%20pm.png

You might be asked where to save the file or it might download automatically to your downloads folder.

Open this file in excel once downloaded.  The file will contain a simple spreadsheet that will have the following headers.

Account Name Account Phone Email Website Shipping Street Shipping City Shipping State Shipping Zip/Postal Code Shipping Country Billing Street Billing City Billing State Billing Zip/Postal Code Billing Country Tags

Copy and paste your data into this table without removing any of the field headers


If you are missing some data, this is OK, it may be added later. 

It is critical that you add a 'Account Name' for every account. If this is not done, the file will not import correctly.

Save the file as a comma delimited file.

FOR WINDOWS

  1. Click 'Save As'
  2. The File Format should be changed to be ‘CSV UTF-8 (comma delimited) (*.csv)’
  3. Click Save
  4. Click continue when the message below appears


FOR MAC

  1. Click 'Save As'
  2. The File Format should be changed to be ‘Comma Separated Values (.csv)’
  3. Click Save
  4. Click continue when the message below appears

Now that your import file is ready to insert into Sentia, confirm by selecting 'Step 3. Done - my file is ready.'

Screen%20Shot%202019-02-05%20at%202.49.25%20pm.png

To proceed to the upload window, select 'Step 4. Upload File'.

Screen%20Shot%202019-02-05%20at%202.49.56%20pm.png

You will now be required to 'Select a file' by clicking on the 'Choose File' button. 

/Users/DavidsMacbookPro15/Downloads/image (7).png

Navigate to the template you saved earlier and open the file on the popup.

/Users/DavidsMacbookPro15/Downloads/image (8).png

Click the 'Next' button to proceed. 

The wizard will automatically map your fields to the system. It should look like the following.

/Users/DavidsMacbookPro15/Downloads/image (8).png

If you encounter an error and do not see this screen please ensure you have not changed or removed any field headers in the template file, and your template file is indeed saved in the .csv format. 

The 'Mapping Status' for every header should say 'Yes,' as per the screenshot below. 

/Users/DavidsMacbookPro15/Downloads/image (9).png

Select 'Next' to begin importing your file. 

After the import is complete you will see a summary screen showing information regarding your import (similar to the below). 

/Users/DavidsMacbookPro15/Downloads/image (10).png

You have now inserted the Accounts that were in your template. 

Follow the link to go back on screen to then see a summary of every record. Here you can make changes if required to the data. 

Screen%20Shot%202019-02-05%20at%202.51.39%20pm.png

Use the 'Back to Sentia' button to finish the entire import process. 

Screen%20Shot%202019-02-05%20at%202.51.48%20pm.png