What do I need to do before importing accounts into DNBi?

Your administrator should perform the following tasks before importing accounts into DNBi:

  1. Customize DNBi�s account field names and aging field names to match your company�s naming conventions (optional).
  2. Set DNBi�s aging buckets to be the same as the aging buckets in your A/R import file (required).
  3. If necessary, create custom account fields and custom aging fields (optional). This is only necessary if none of DNBi�s standard fields map to a field in your import file (see �What account data can I import into DNBi?�).