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