Importing Accounts

File Format

  • company_id - Leave blank if you are creating a new company. Required for editing/updating existing companies. You can get the company ID by first exporting your company by selecting it and clicking Bulk Actions > Export Company Data
  • company_name - Name of the Company
  • company_status - Set to 1 for "Active". Set to 0 for "Inactive"
  • company_manager_email_setting - Set to 0 for "Always Receive All Location Emails", Set to 1 for "Do Not Receive Location Emails"
  • company_manager - Enter emails (one per row) for any customers that are to be assigned as Company Managers.
  • company_shipping_method - Enter allowed shipping methods, 1 per row - Learn More Here
  • company_payment_method - Enter allowed payment methods, 1 per row - Learn More Here

Importing

Click on the Import/Export menu, then select "Company"

Then you can upload your CSV file, check the data, and import.

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Licenses Required

In order to enable companies, you must have an adequate number of licenses. If you do not, companies will remain Inactive.