How to add accounts in bulk

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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