This article will cover how a FieldCentral user would add a new account both manually and via import.
Once the user has logged into FieldCentral, click on the + button on the quick action panel and then select “Create Account”.
There are three types of accounts from which the user will need to decide which to create: Property, Contact and Management Company.
Once the appropriate account type has been selected, the user will continue to fill in the necessary information and then click “Done” once complete.
To Import an account list, the user will first navigate to the Settings Page and then select “Data Import”.
Click the “Select Import Mode” drop down menu and select “Properties” (this should also be the default selection so the user may not need to expand the drop down). Selecting this import mode will generate a list of columns on the right hand side of the page.
These are the columns that will be required within the document in order for the import to be successful for the user.
Once the document is appropriately formatted and the user has completed filling in the information, they will click the ‘Select Excel or CSV File…’ option, select the formatted document and then click “Upload File”.
