Import/export Accounts from Winery setup – Accounts screen

This feature was added in vintrace Version 6.4.2

You can now import/export Accounts from Winery setup – Accounts screen.

Please refer to this article for more information on Accounts setup.

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Click on Export Accounts Records to export all your accounts to a CSV file.

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To import accounts, click on Download headers and then fill in the required information in the CSV file for the Accounts setup.

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Important Note: Opening Date format is according to your locale. For the above example, US date format is in mm/dd/yyyy.

Upload the CSV by clicking on Upload a File icon in the Accounts Importer.

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Select the CSV file you have edited and then click on Upload.

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Click on Import Accounts.

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Click on Continue in the Column Matching screen.

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Your upload is complete and the new Accounts will be shown in Winery Setup – Accounts.

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