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Here's how to import Primary Accounts from CSV:

  1. Open Import Primary Accounts from CSV screen from the Segments screen that can be found on the GL Account Detail Screen.
  2. Click on Browse button to open and select the file to be imported.
  3. Select file and click Open button. The file path will be displayed on the Source Path field.
  4. Click Import toolbar button to start the import process. 
  5. 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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