Importing - Multiple Origination Accts

Importing Multiple Origination Accounts

Rather than adding Multiple Origination Accounts one at a time, you can import a file with this information.

Prepare file

Create an Excel or a comma delimited (csv) that contains as much information as possible (below).

Start the Multiple Origination Account Import Wizard
From the Profiles tab select Import.

Note: If you are using a version prior to 2013.  From the main menu select Import > Origination Accounts

Follow the Import Wizard prompts.

At the Mapping screen, map your fields, using the screen shot below as a template.

Reminder: You may not have all the fields shown below.  That is okay.

Complete the wizard as prompted.