During the onboarding to the iXpole platform there is a high probability that you will have to configure a lot of Accounts into the system that iXpole has set up for you. Instead of registering each Account manually through the web interface, it will probably make more sense to upload the Accounts all at once in an import file

After reading this article, you will understand how to work with the Accounts Upload Template


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There are 3 major operations involved in using the Accounts Upload Template

  1. Where to find and download the Template?
  2. How to edit the Template?
  3. How to upload the template?

1. Where to find and download the Template?

Click on Admin and then the Upload button on the top horizontal menu.
You will be directed to the upload center.
Click on Accounts
You can download the template by clicking on Download Upload Template

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2. How to edit the Template?

The Accounts Upload Template is a standard excel file (xlsx). you can open it in excel and edit it with excel.

3. How to upload the Template?

When the Accounts Upload Template has been finalised, you can import it into iXpole. 
To do so, you can drag it to the upload square or you can choose a file.


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