Here are the steps on how to import primary account codes for a new template:
  1. On a new Account Template screen, click Import button. Import Primary Accounts from CSV screen will open.
  2. Click Browse button and select the CSV file where primary account codes to be imported is saved.
  3. Click Import button to start import process.
  4. Message informing user if importing is successful or not will prompt. Click OK to close the message.
  5. If the importing is successful, imported primary codes will be displayed on the Account Templates screen.

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