Importing Account Reps

When you need to create a number of  Account Representative accounts, manually creating each account one by one would be a tedious process. To make things simple you could use the Account Reps import provision to create multiple accounts in a short period of time. In order to import Account Reps, a template .csv file is provided that can be downloaded, data added to the respective columns in the file, and then importing .csv file - which would create the Account Representative accounts in the system that were listed in the file.

You can follow the below steps to import the Account Reps file successfully:

Downloading a CSV File:

1. From the Left Nav Menu, Click ABM > Import.   
2. On the Import page, select Account Reps from the Import drop-down.   
3. On the Import Account Reps - Upload CSV file pop window, click Download Template CSV File and save the file in your system.
      

Inserting Data into CSV File:

1. Open the Downloaded CSV FIle.   
2. The CSV file consists of column headers which are classified into Standard Fields. You can enter the data under their respective columns.
   

   Standard Field Name	Description	Example
   Name	This column identifies the Account Rep. Enter the Account Rep's Name.	Geoff Rego
   Email	This column identifies the email address of the account rep. Enter the Email.	Geoffrego@hushly.com
   Title	Enter the Title, this column identifies the Job Title of the Account Rep.	Co-founder & CEO
   LinkedIn Profile	Enter the LinkedIn Profile URL, this column identifies the LinkedIn profile of the Account Rep.	https://www.linkedin.com/in/geoffrego
   Twitter Profile	Enter the Twitter Profile URL, this column identifies the Twitter profile of the Account Rep.	https://twitter.com/GeoffRego
   Appointment Booking URL	Enter the Calendly URL link  of the Account Rep, so the user can book an appointment with the Account Rep	https://calendly.com/geoffrego
   Welcome Notes	Enter a Welcome Note.	On behalf of Hushly - I would personally like to get a one on one with you.
   Profile Picture	Enter the URL link of the Account Rep picture,	https://digitally.cognizant.com/wp-content/uploads/2020/11/Geoff.jpg

Once the data is entered, Save the file, and Import the file. 

Importing Account Reps:

To import an Account Rep you can follow the below steps:

1. From the Left Nav Menu, Click ABM > Import, now click Import, and select Account Reps.
   
2. On the Import Account Rep - Upload CSV file pop-up window, click SELECT FILE TO UPLOAD and select a .csv file from the file browser, or alternatively if the file explorer is already open you can drag and drop the .csv file here.
   
   Note: You can upload only 1000 Account Reps records in the .csv file. The below screen is displayed when the .csv file has more than 1000 records.
   
   
3. After you upload a CSV file, the Import Account Rep - Field Mappings window appears. By default, the Import Name field displays the .csv file name, however, you can make changes to the import name field.
   
   
4. Select an option under Manage Duplicates. You need to specify what the system should do when it encounters a duplicate record during import. You can select which information source wins. Click here to find out more.
   • Skip: is used to avoid updating account rep information that already exists.
   • Update: would only insert the missing data of the account rep from the source.
   • Overwrite: would update all the information of the account rep from the source, except for an empty/blank value for a field in the source file.
     
     
5. Map all the required fields which display as the header of the column in the .csv file. Click Import.Note: Fields - Name, Email, and Title are mandatory, these fields must be mapped with the header columns of the .csv file in order to continue with the import.
   
   
6. The Import Account Rep - Status window displays the status of the .csv imported file.
   • Import Account Success Screen 
   • Import Account Failure Screen 
     Note: When importing the .csv file, If the account rep data matching an existing account rep or the data being imported is of an invalid format, then the row of data that are unappropriated are listed out with the reasons mentioned in the Reason column.
     
     
7. Click Close to display the Account Rep Details. 
8. Once the File is imported successfully, the account rep details in the file are displayed on the Account Reps listing Page.