Account Owner/Account - CSV Ingestion Template Guides
Please see below for the list of accounts ingestion template guides that can be used to format account data:
- Standard - Account Owner/Account CSV Ingestion Template Guide
- Global - Account Owner/Account CSV Ingestion Template Guide
- 1042-S - Account Owner/Account CSV Ingestion Template Guide
- CARF/CRS Controlling Person - Account Owner/Account CSV Ingestion Template Guide
- CARF/CRS - Account Owner/Account CSV Ingestion Template Guide
Please note: There is a limitation of 500K rows for Account Owner/Account CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.