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.
Click on Export Accounts Records to export all your accounts to a CSV file.
To import accounts, click on Download headers and then fill in the required information in the CSV file for the Accounts setup.
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.
Select the CSV file you have edited and then click on Upload.
Click on Import Accounts.
Click on Continue in the Column Matching screen.
Your upload is complete and the new Accounts will be shown in Winery Setup – Accounts.