Import Accounts

Import Accounts from a CSV file. Instructions and a sample file are provided on the page.

Importing your Accounts into Manage360 can help with the initial setup process. Using the Account Import utility will allow you to do this when you are ready. The import utility uses a .CSV file (typically created with a spreadsheet program like Excel or Numbers). Only Manage360 Users who have either Administrator, Owner or Settings Administrator will be able to use this utility and it can be accessed from the main Accounts list page or from the Settings page (in the ‘Account Settings’ section).

We have provided a link to a template/sample file (on the Import page) that lists all of the relevant information required.

All of the columns on the spreadsheet will be detailed here so it will be easy to understand what is required and how the information will be added to Manage360.