Universal Account Setup and Data Loading - Example and FAQs

Video example

For an example of how the Account Setup and Data Loading template is used is to capture new records or to update existing records watch the following video guide.

FAQs

Q. You have two account styles that have the same data capture fields — can you load data for both account styles in the same data loading file?

A. No. Currently the data loading process validates that only one account style is present in the file so the file fails if you try to load data for multiple account styles by using the same upload file.

Q. What happens to a record when you overwrite it or try to update it?

A. When you “update” an existing record, you are always overwriting that entry in the platform with the data from your file. This results in the loss of any attachments or notes that are linked to the record that is being overwritten. If you are concerned about losing any supporting information such as attachments or notes, remove the relevant records from the template and update those records manually by using the user interface.