I am using the Account Reference field in my csv file but the import wizard is insisting the Client Name must be present too. Is this correct behavior as it defeats the object of using the Account Reference?
The account reference isn’t necessarily a unique field - there’s no enforcement on this. The import requires a client name and an optional account reference:
Account Reference [if provided we will use this to match against any existing clients, otherwise we’ll use the client name for matching purposes]
The full list of fields, including those that are required, are highlighted here:
Please let us know if we can help further.
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