I want to update owners of a lot of accounts. How do I do that?

Modified on Tue, Jun 2, 2020 at 2:41 PM

The easiest way to make changes to account ownership for a lot of accounts at once, including accounts belonging to net accounts is to export the accounts from ART by going to Accounts > All Accounts (see SS A) and click on 'Search' (see SS B).


SS A:


SS B:



ART will return information for every account in the system.  Download this information to Excel by clicking on the Excel icon (see SS C).


SS C:


The file will be created and it will be able to be downloaded.  This is the file that will be used to populate the Account Attribute import template to be able to make the necessary changes for ownership.


Use any key accounts, Account Number, Account Name information to copy and paste from the All Accounts Export to the Account Attribute import template.  Once the Account Attribute import template is completed for the account information, fill out the rest of the form for the changes you'd like to make for owners.  


Remember that the only REQUIRED roles are for Preparer and Reviewer.  All other roles are optional.  LoginID's (Email addresses) must be used.  To reset a role to 'blank', use the word 'None' in that cell.

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