Importing and exporting accounts

This page and it's child pages, explain how accounts can be imported and exported with Tempo Accounts.

 The Account Custom Field is installed automatically with Tempo Accounts, but may need to be configured further, depending on how you want to associate the account information.

The import can be done by setting the data up in either CSV or XML file format. The CSV file can either be in a custom format or imported from template. The third option is to wrap the data into an XML file to import them from service. Previously imported or manually created accounts, can also be exported in the Tempo Accounts Template CSV format.

The import and export is available only for users with the Tempo Account Administrators permission, which gives access to the Manage menu in the top right corner of the Accounts Browser. Select the Import / Export Accounts option from the Manage drop-down menu.

The Import / Export Accounts option in the Manage drop-down menu

This opens the Import / Export Accounts screen, as shown in the screenshot below, with the options discussed above. To Export Accounts, simply click on the Export accounts button and a *.CSV file will be downloaded. 

The Import / Export Accounts screen (click to enlarge)

The delimiter between attributes in the file is a semicolon (";") as in the imported file.

 The exported file includes an additional column for informational purpose. This column is showing the account Status and is not imported in the Importing and exporting accounts.