Does XTEN-AV support importing account data from external platforms?
Yes, you can import your account data from external platforms into XTEN-AV. Please follow the steps below:
- Click on Settings from the profile section at the top-right corner.
- Once you click on it, you will find the Import Data option under the Data Management tab.
- Click on the Account option to import companies or organizations you do business with.
- After clicking on it, you will be redirected to a page where you can select a group to assign your accounts from the dropdown menu. This helps you organize and manage your accounts efficiently.
- After selecting the group, click the Next button.
- Choose how to import your accounts.
Select how new and existing accounts should be handled during the import process from the dropdown menu.
- Once you have selected an option, click on Choose a File to upload your file, or drag and drop the file into the upload area. You can upload files in XLSX or CSV format.
- After clicking on it, a file browser window will open where you can select your file and then click the Open button.
- After selecting the file, click the Next button.
- Map your CSV columns. These columns will be used to identify your accounts. Please ensure that the columns in your file are mapped correctly to the XTEN-AV fields. Fields marked with * are mandatory and must be mapped to proceed.
- After mapping all the fields, click the Confirm button at the bottom of the page.
- Review and confirm your mapped data.
A sample preview of the first 3 rows will be displayed. If your data is mapped correctly, click the Confirm & Import button to proceed with the import. You can also click the Back button to make any necessary changes.
- After confirming the file, a pop-up message will appear stating that you will receive an email once your request has been processed.
- Once you submit the request, you can monitor the status of your import request under Import History within the Import Data section.
Updated on: 05/12/2026
Thank you!