Importing accounts from CSV

To bulk-import accounts, go to Accounts and click the Import button (upload icon in the toolbar).

Upload a CSV file with headers. Turtini will auto-map common column names (e.g., "Account Name", "Billing Street", "Billing City") to the right fields.

You can manually adjust the column mapping before importing. A preview shows the first few rows before confirming.

Required: Account Name. All other fields are optional and can be left blank in the CSV.