As a Company Administrator, you can use the Data Uploads page to upload account credit data from one of the following file formats:
Each credit file format includes your company's account numbers, currency, and available credit or cash balance. When uploaded, the Setup app reads the values of the file and assigns the credit limit to accounts in your Company. Credit files can be uploaded to parent, child, or shared accounts as long as they are owned by your Company.
To upload an account credit file...
When this option is checked (enabled), Setup stops logging after 20 errors, but continues to upload the file. When it is unchecked, Setup stops uploading data once it logs 20 errors. This option is unchecked (disabled) by default.
A record of the uploaded file and its status appears in the grid. Click the checkbox next to the record to review the Output section, which displays how many rows of the file are processed. Any errors that occur during the upload will appear in an Error section on this page.
Note: If there are multiple rows in the credit file, the last row will overwrite the first.
To delete an account credit file, click Data Uploads, click the checkbox next to the record and click Delete. The system will prompt you to confirm that you want to delete the file. After deleting the file, the Setup app removes the credit limit from all accounts listed in the file.