Creating Customers via CSV File or other file import

  • 1
  • Idea
  • Updated 1 year ago
  • Not Planned
Is there any plan in the very near future (i.e., hopefully within a month) to allow for import of customers from a csv file directly into ACS Accounts Receivable? This I believe is basic functionality that many users of the application can benefit from.
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Jeremy Anderson

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Posted 1 year ago

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Rebekah Musick, MCP Sr. Account Mgr/ACS Community Manager

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Hi Jeremy,

We don't have plans to enhance the AR import feature to allow importing customers from a .csv file. One suggestion is to import the records into ACS People and then use the AR Import feature to pull those People records into AR. Thank you for your suggestion.