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Account Custom Attributes

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

  1. In Manage, select Configuration.

  2. Select Custom Attribues.

  3. Select Upload Custom Attributes

  4. Select Download CSV Template.

  5. Modify the template.

  6. Select Upload.

  7. Map the fields as necessary.

  8. Select Review and Confirm.

  9. Select Confirm and Save.

Explanation of Fields

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

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