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How Can I Export, Edit, and Re-Import all of my Accounts?
How Can I Export, Edit, and Re-Import all of my Accounts?
Updated over a week ago

Related Questions:

  • How can I re-upload all accounts?

  • How to re-import all accounts?

Answer:

If you are in a situation where you need to update all of your accounts, you may choose to export, edit columns in excel, and then re-import all of your account information. This can be done in a few easy steps!

  1. In the Accounts List, select the relevant filters needed to generate the list of accounts you would like to export.

  2. Click on Export and export your list as a CSV.

  3. Make whatever edits are necessary in Excel, Numbers, or Google Sheets, and save the file.

  4. Within Event Temple, you will need to navigate to Settings> Tools> Imports.

  5. Select the green "New Import" button and choose Account Import.

  6. Select to "Merge Duplicate Records" in the "how do you want to deal with duplicate records" dropdown. If you select "Skip Duplicate Records", any account in your list with a name matching an existing account in Event Temple will be skipped over and not imported.

Additional Information:

For more detailed information on importing, please click on the link below.

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