How Can I add Accounts in ACE?

What are the ways to add accounts in ACE?

There are three methods to add accounts in ACE: Manual Account Entry, Account Batches, and ETL Import.

How does Manual Account Entry work?

Manual Account Entry allows you to input account details into ACE:

• Access ACE and go to "Accounts-New Account" section.
• Provide debt information, itemization details (if applicable), and primary demographic data.
• Click "Save" at the bottom to store the account information.

What's the process for Account Batches?

Account Batches let you add multiple accounts conveniently:

• Visit "Accounts-Batches-New" in ACE.
• Create a new Account Batch with expected count and expected amount.
• Save the batch.
• Access "Accounts-New Account" once the Account Batch is created.
• Select the Account Batch in the Batch Information section.
• Enter account data for each account in the batch.
• Click "Save" for each account to include them in the Account Batch.

How does ETL Import and Account Assignments work?

ETL Import and Account Assignments enables you to import accounts from an external file:

• Prepare your ETL assignment file in compatible formats like *.csv, *.psv, or *.tsv.
• Access ACE and go to "Accounts-ETL Import-Account Assignments."
• Upload your ETL assignment file.
• Provide Label, Description, Currency Format, and verify File Type.
• Review data mapping in the Data Map Section, ensuring correct field assignments.
• Save the Import Placements Profile for streamlined future import processes.

Where can I find more detailed information about these processes?

For more detailed information about these processes, refer to the following articles:

How Do I Manually Add an Account in ACE?

How Can I Create Account Batches in ACE?

How Can I Load Account Assignments via ETL?

How Do I Create an ETL Import Profile for Account Assignments?

Account assignment layout