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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. It is important that the order or the columns on the sheet is not altered. 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.
The following columns are available for import (required columns will be indicated as well)
The import into your Manage360 site is started from either the Accounts List page or the Settings section. Either of these options will open a new window to start the import process. The Sample file can always be accessed from the import window.
The Account List page has an Import Account button:
or Accounts can be imported from Settings:
In the Import window, the Sample file can be downloaded. Once it has been completed and saved, then the Import itself can begin by clicking the ‘Import’ button to browse to your file.
If there are any issues or errors, they will be listed in the Account Import window. The errors list can also be downloaded for viewing if desired. Once there are no longer any outstanding errors, the file will be imported to your Manage360 site.