Important

You are browsing documentation for version 5.0 of OroCommerce, OroCRM, and OroPlatform, maintained until August 2024 and supported until March 2026. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCRM

Import Accounts 

Hint

This section is 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 Download Import 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