If the number of accounts to be added is quite large, adding all accounts manually becomes a tedious job. Sectona provides a solution to this with its bulk import function which can be used as follows:

Procedure:

  1. Go to Manage → Accounts → Add New Account(s) → Bulk Accounts. Select Account Category as Interactive Account.
  2. Fill in the details in 'Import bulk Accounts' window.
  3. Click on the Download Format option at the bottom of the window. A template in excel file gets downloaded.
  4. Fill up the sheet with correct user details.
  5. Copy the whole sheet and paste it in the 'copy text' section → Click Next.
  6. In the 'Summary' section, verify the details → Click Finish.


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