You will need to add the customer accounts you do business with to Cloud. The sales opportunities you create on Cloud will need to be associated with an account.
You can add your accounts to Cloud from an existing database or application where you are maintaining them.
You will need the "Create and manage accounts" permission, or you should be a member of a group that has it, to add accounts to Cloud.
You will need the "Create and manage contacts" permission, or you should be a member of a group that has it, to add accounts and their contacts to Cloud.
There are two ways to add accounts to Cloud.
#1 Import via a CSV file
Here are some things you need to know about the CSV Import functionality.
The only mandatory column needed in the CSV file is the account name.
If you have a CSV file exported from another system, you can import it as is. However, you will need to map the columns in it to the columns on Cloud.
If a name in the CSV file you are importing exactly matches a name already on Cloud, you will need to either change the name on Cloud or in the CSV file. Otherwise, the account details on Cloud will be overwritten by those in the CSV file.
Check out this article for tips on importing accounts into Cloud.
To import accounts via a CSV file:
1/ Go to "Accounts" in the left navigation menu.
2/ Click "Import/Export" in the top-right corner.
This will initiate the Import & Export workflow to import accounts and, optionally, contacts to Cloud.
3/ Click "Import both accounts and contacts" or "Import account only" as needed, and click "Next."
In this article, we will walk you through the workflow for importing both accounts and contacts.
4/ If you need the sample CSV to fill in the account and contact details, click "Download sample file."
5/ Once you add account and contact details in the CSV file, click "Browse," browse to the file, and click "Next."
If you want to upload separate files for accounts and contacts, deselect the "Upload account file contains contacts" check box. You will see the "Browse" button active for both accounts and contacts.
6/ In the "Map Account Columns" section, you can map the account columns in the CSV file with the Cloud columns.
If you are using the sample file downloaded from Cloud, you don't need to do anything.
In the following screenshot, we mapped two columns with different names to the corresponding columns on Cloud.
7/ Click "Next."
8/ In the "Map Contact Columns" section, you can map the contact columns in the CSV file with the Cloud columns.
If you are using the sample file downloaded from Cloud, you don't need to do anything.
9/ Click "Next."
10/ In the "Review Accounts" section, you can review the accounts.
You will see 3 tabs:
Existing accounts
In this tab, you will see accounts whose names already exist on Cloud. You can either delete the accounts from the import or retain them if you are importing to update any of their details.
New accounts
In this tab, you can retain the new accounts or map them to existing ones by clicking the "+" button next to the account row.
Accounts without a name
In this tab, you can map the account to an existing one or add the name to the CSV and restart the import.
11/ Click "Next."
12/ In the "Review Contacts" section, you can review the data for each contact. This is similar to how the accounts' data is reviewed.
13/ Click "Import" to import the account and contact data from the CSV into Cloud.
Click the "Download" icon in the "Invalid accounts" and "Invalid contacts" tiles to download the details of the accounts and contacts that could not be imported so that you can import them again.
14/ Click "Done."
#2 Add manually, one by one
To add an account:
1/ Go to "Accounts" in the left navigation menu.
2/ Click "Add account" in the top-right corner.
3/ In the top-right corner of the New Account modal, select the owner (your company's Sales contact) and specify if the account is tax-exempt.
4/ Do the following in the Account Details section.
b/ Select the type of account: Individual, Business, or Institution.
If you are adding many accounts of the same type, you can set the default account type to be pre-populated when adding an account. To do this, select the default account type under "Settings > CRM."
c/ Enter the name of the account in the "Name" text box.
d/ Enter the email address and the phone number in the relevant text boxes.
e/ For individual accounts, you will see the Mobile text box. Add the mobile number.
5/ By default, the details in the Primary Contact Details section are the same as those in the Account Details section. You can change them if needed.
6/ In the Billing Address section, add the billing address for the account.
7/ In the Site Address section, set "Same as billing address" to OFF if the work site is not at the billing address, and add the site address with a name for it.
8/ Click one of the following:
Create - this will create the account and close the modal.
Create and new account - this will create the account and retain the modal so you can create another account.
Create and new contact - this will create the account, close the New Account modal, and show the Create Contact modal to create another contact for the account.