Follow the instructions in How do I export Accounts? to download an Excel file of your Accounts. Make changes to this Excel file as necessary.
tip #1 - please save a copy of the original file before making any changes
tip #2 - please review the Import Instructions so that you have successful import process :) -- https://vinosmith.com/rep/accounts/import-intro
tip #3 - for an easier import, delete any unnecessary rows and/or if it's a big job, small batches help make it more manageable
Account ID - What does this mean?
The second column in the Excel template is for Account ID.
To update an existing Vinosmith Account populate this cell with the Vinosmith Account ID. If you are working with an export from Vinosmith then this cell will already be populated.
To create a brand new Account then leave this cell blank.
Important Note about updating/importing the Excel file.
If the Account ID column is provided, an existing account is searched for with that ID. If found, it will be updated with ALL provided columns.
If no Account ID is provided, then the Name field is used to identify an existing Account by Exact Match on Name. If found, that existing Account will be updated. If an existing Account by Exact Match cannot be found, a new Account will be created.
In ALL scenarios ALL provided column (cell values) are taken as-is, including blank values
Sales Reps
To update the Sales Reps assignments in Vinosmith add the user's email address in the Sales Rep column. To assign multiple reps to an account, add each email separated by a comma.
The user and email address must already exist in Vinosmith.
To upload your changes:
Click on the Accounts tab
In the left-hand navigation is a sub-section titled Import / Export, click on the Import Accounts link.
Ensure your file is properly formatted according to the instructions on this page and follow the instructions on uploading your file.
To restore data:
Click into the Account
Click History link on the left-hand side
Select the date/time history link to see the history change
On the next page, on the top left click the Restore button
To import new accounts:
Download the Excel import template
Please review the Import Instructions on the Import Accounts page
The required columns are: Upload Type and Name, all other columns are optional
If you have a big number of accounts to import, it would be best to do a small test batch first to ensure the correct data is being imported into Vinosmith
When you're ready, go to the Import Accounts page
Upload your file
Click on Import