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:
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Go to Manage → Accounts → Bulk Accounts.
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Select Account Category as Interactive Account and Fill in the details → Click Next
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Click on the Download Format option at the bottom of the window. A template in an Excel file gets downloaded.
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Fill up the sheet with the correct details.
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Copy the whole sheet and paste it into the 'copy text' section → Click Next.
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In the 'Summary' section, verify the details → Click Finish.
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