With Repbox being a fully customizable and user friendly system, there are generally two ways to add accounts. Each option is easy and straightforward!
Option 1 allows the user to add accounts individually, while option 2 allows the user to add many accounts at once through a .CSV file.
Step 1: Click Accounts on your top bar - You may need to select "All" to find Accounts
Step 2: Click "Add Account"
Step 3: Fill in the appropriate fields.
The other option is to fill out our Accounts Template and import the file.
Step 1: To import Accounts, you must first select the Accounts module.
(See Option 1, Step 1 above)
Step 2: Next, click "Actions" then a drop down list will appear.
(This will be the screen when "Import" is selected)
Step 3: Choose the Accounts .CSV File
Step 4: Specify format - the biggest focus here is to select whether or not your spreadsheet has headers or not (if you used our template, it does).
Step 5: If you have existing Accounts in the system you can opt to manage duplicates.
Step 6: Click "Next"
Step 7: Map the Columns to Module Fields. Here, you can choose which fields will populate when you import the file.
Step 8: Click "Import"
The next screen will show the results of your import, then click "Finish"