Bulk Upload of new Account Attributes
Our organization has over 900 active accounts/departments and we have just created two new account attributes. We would like to assign a person as a tech representative to each department, and give the department a level number (1,2) to show the level of engagement with the client. Is there a way to bulk upload these attributes from a spreadsheet created using analysis reports to show the attributes?
Thank you! Chris McDaniel
Asked by Christopher McDaniel
on Thu 11/30/23 11:48 AM
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Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Thu 11/30/23 12:30 PM
Hi Christopher,
There *is* an import option for Accounts that is available via the TDNext > People application. That matches on Name. You should be able to craft at least a starting point for your Accts/Depts from TDAdmin > Organization Settings > Accounts/Departments.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
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