Import existing accounts to PSA

You can import your existing accounts to Heeros PSA with an Excel file instead of adding them manually. This can be done in Settings > Feature settings > Account > Import accounts.

Importing multiple contact persons at once is not available in the program at the moment (only one contact person per account). If needed, please contact our support in order to buy this service from us. 

If you don't have a suitable account file yet, you can download an import template from Download file template and fill in the information. 

Note! Requirements for the import file: 

• The file must be in XLSX format.
• The program doesn't check doubles so the same customer should appear in the list only once.
• Customer number is mandatory information and the file must include it, for example consecutive numbering in one column. Note! If you import also integration ID, these must be in separate columns.
• You can import one contact person per account, whose contact information is found on the same account row. First and last name need to be in separate columns. 

1. Click Import accounts.
2. Upload XLSX file from your computer.
3. Click Continue. Loading the next step may take a while if the file is large.
   
4. Choose the financial software integration that will be used with Heeros PSA. 
5. Choose the importable data. Note! Customer number is mandatory.
   The program shows all the importable fields from your excel on the left and the corresponding fields from Heeros PSA on the right. Choose and match the fields before importing. Click on the arrow if the data should not be imported (grey arrow = not imported).
6. Click Continue. The program validates the data and tells you if errors were found.
7. Check the possible errors. If you need to correct some data in the file, please then import the updated file again.
8. Choose from the given actions or start the import again with updated data. 
   Skip errors: Heeros PSA will not import rows with errors.
   Update existing accounts: Enable tab to update existing accounts.
   
9. Click Import. You will see a summary of the import. '
10. Click Close.