It you wish to make changes to your accounts export, you can contact us through our Digital Assistant and confirm which export you are currently using. Please note that this may be bespoke work.
â
If you are in the project or onboarding phase, please contact your Project Manager / Professional Services that created your new portal to confirm what is required.
Modify your accounts export template
You can make changes to the bespoke accounts export template.
Written by Cristian Bolba
