Sectona's bulk import feature can be used in case the number of accounts to be added is quite large. This can be done as follows:

Procedure:

  1. Go to Manage → Accounts → Add New Account(s) → Bulk Accounts.
  2. Fill in the details in the '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 'copy text' section → Click Next.
  6. In the 'Summary' section, verify the details → Click Finish.


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