Adding Accounts

How to add accounts to the system

Robert Klotz avatar
Written by Robert Klotz
Updated over a week ago

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.

Version 6 of Repbox

Option 1:

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.

Option 2:

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.
Click "Import"

(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"

Version 7 of Repbox

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