Here's how to import Primary Accounts from CSV:
- Open Import Primary Accounts from CSV screen from the Segment Accounts screen.
- Click on Browse button to open and select the file to be imported.
- Select file and click Open button. The file path will be displayed on the Source Path field.
- Click Import toolbar button to start the import process.
- Once the importing is done, a message will prompt if importing is successful or not. Click OK to close the message.
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