On the Import screen make name/address field optional

On the import screen, you are assuming we want to import a new account.  We use this to update UDF's to a certain value from a .csv file.  We should not have to put in the name format, address etc.  Make it optional where we can remove them from the mapping. Now we have no way to do this.  Very frustrating when you used to be able to do something and now it is taken away.

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  • May 20 2016
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    Kimberly Hammer commented
    December 02, 2022 21:37

    We now offer the option to import via account number: Import Types

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  • Alex Fortais commented
    June 08, 2016 14:18

    I agree with Lora's comments. When importing to update existing accounts, there should be no need for name information. Account number is unique and should be sufficient for updating purposes.

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  • Mike Rusche commented
    May 26, 2016 17:25

    Lora -  Agree.  We are already working on a way to just let you import without the name or address matching on account number.

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