Importing ledger accounts

You can import ledger accounts in order to complete an existing chart of accounts and therefore avoid manual data entry in the application.

To import your ledger accounts, first download the import template. This template shares important information and presents the only valid file structure for a successful import.

If you want to import data retrieved from an accounting or business management application, make sure that this data respects the structure of the import template.

To import ledger accounts:

1. Access Import ledger accounts.

   Settings > Imports – Import ledger accounts

   Settings > Accounting – Chart of accounts

2. Download the template (Download import template).
3. Open the file in Excel.
4. Consult the input help article to better understand how to enter the correct values for ledger accounts.
   If you are using your own CSV file, copy/paste the first three lines of the template file into your own file.
5. Insert your ledger account data starting from line 4.
   Delete the text on line 4 and replace it with your own data.
6. Save the file.
7. Drop the file into the upload area on the Import ledger accounts screen.
8. File analysis begins.

You can view the progress of your import in the Description column.
The status Imported confirms that your ledger accounts data is successfully imported. The ledger accounts are added to the chart of accounts.

To check if your data includes any missing elements, use the menu located at the end of each line.