Editing Imported Accounts

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How to edit imported accounts:

  • Click on “Integrations” from the left hand side bar under “Account Settings”.
  • Under the “Management” tab, select management type to “Edit Imported Accounts”.
  • Search for Client Name and click search.
  • Once the account list appears at the bottom, make sure to select the check box on the left to change an account type, owners, or status and then click SAVE.

Available options that can be edited:

  • An account type, owner, or status can be changed.
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