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Bulk Importing & Updating

You can bulk create new accounts and bulk update existing ones using spreadsheets saved as .CSV (comma separated values) files.

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Accounts were formerly called "Productions"

Getting Started​

First, go to your Accounts List, click on the down caret button next to "New Account" and select Import Accounts from the dropdown menu:

Import Accounts

This will take you to the Import Accounts page where you will "Choose your Import Method."

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Account names must be unique and at least two characters long.

Create Accounts​

Select Create Accounts if your spreadsheet contains new accounts only.

Upsert Accounts​

Select Upsert Accounts if your spreadsheet contains new and existing accounts. This tool uses the account name column in your spreadsheet to determine if an item exists or not; if an account in the spreadsheet is not found in your accounts list, then it will be created. Otherwise that item's information will be updated using columns/fields that you manually select.