Import Account Items


Import Account Items reads a JSON file and will merge your existing account items with the items found in the JSON file.

Once you have loaded your JSON file you will be given the chance to review the pending import.

Confirm Import

The confirm screen lists the items from your JSON file and attempts to find matching records in your current Account Items. Each record will have one or more of the following options depending on the matches found:

  • Replace: replace the existing Account Item with the import value from the JSON file

  • Skip: do not change the existing Account Item

  • Append: concatenate the Import Value to the Current Value. This option typically requires manually fixing the Account Item's value after the import.

Tier Availability

Import Account Items is available on all tiers.

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