Follow the instructions in How do I export Accounts? to download an Excel file of your Accounts.

Make changes to this Excel file as necessary.

Account ID - What does this mean?

The second column in the Excel template is for Account ID.

To update an existing Vinosmith Account populate this cell with the Vinosmith Account ID. If you are working with an export from Vinosmith then this cell will already be populated.

To create a brand new Account then leave this cell blank.

Sales Reps

To update the Sales Reps assignments in Vinosmith you can provide a comma-delimited list of email addresses in the Sales Rep column.

The user and email address must already exist in Vinosmith.

Import your Excel file

To upload your changes:

  • Click on the Accounts tab
  • In the left-hand navigation is a sub-section titled Import / Export, click on the Import Accounts link.
  • Ensure your file is properly formatted according to the instructions on this page and follow the instructions on uploading your file.