Account Custom Attributes Overview (Manage)
Account Custom Attributes allow you to display extra account data segments that are not part of your account string.
Upload Custom Attributes
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In Manage, select Configuration.
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Select Custom Attribues.
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Select Upload Custom Attributes
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Select Download CSV Template.
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Modify the template.
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Select Upload.
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Map the fields as necessary.
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Select Review and Confirm.
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Select Confirm and Save.
Explanation of Fields
|
Field Name |
Description |
Format |
Example |
|---|
|
Field Name |
Description |
Format |
Example |
|---|---|---|---|
|
Account Code Required |
The Account String for the Account you are adding a custom attribute for |
Characters |
10-100-1000-0001 |
|
Custom Attribute Fields Required |
The Custom Attribute Field value from the Account Custom Attributes Configuration |
Characters |
extended_account_string |
|
Values |
The Value of your custom attribute, 300 character limit |
Characters |
10-100-1000-0001-9999-1121 |