Follow

Accounts Template

ver. 1.0

 

When adding an Account, if you chose "Excel Upload" use the Accounts Template.

This is useful for adding multiple accounts in one upload.

 

Download the “Accounts Template” by clicking :

Add_Account_09.png

 

A pop-up will appear to confirm the download. Choose “Open With” or “Save File”.

Add_Account_10.png

 

The Excel file will contain the following column labels.

Add_Account_11.png

 

Simply fill in the information and save the file.

Go back to Kapta and upload your file.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk