Bulk Customer Creation

If you need to open multiple accounts at once you can use the Open Multiple Accounts command and provide customer data in the form of a spreadsheet.

The Open Multiple Accounts command is available to users with the Edit Customer privilege. The command can be found in Customers | Accounts.

You can create and edit the data in Excel or some grid spreadsheet and you can paste sections by clicking on the top left of the section in the above editor and pasting from the clipboard.

All entries are validated before the accounts are created.