Available in OroCRM

Import Accounts

Hint

This section is a part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

You can import the bulk details of updated or processed account information in the .csv format following the steps below:

  1. In the main menu, navigate to Customers > Accounts.
  2. Click Import File on the top right.
  3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

Note

Ensure that your .csv file is saved in the Unicode (UTF-8) encoding. Otherwise, the content of the file can be rendered improperly.

image

  1. Click Export Template to download a sample .csv file with the necessary headers.
  2. Prepare data for import: Based on the downloaded file, create your bulk information in the .csv format. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.
  3. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.
  4. Launch import: After successful validation, click Import File.
  5. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. Additionally, an email message with the import status is delivered to your mailbox.

Example of accounts bulk import template

ID Account Name Owner Username Default Contact First name Organization Name
111 Company A admin Jerry Company