Chart of Accounts Import
CSV Plain Text File
Step 1. Download .csv template file
Step 2. Update your Accounts details into the template
Step 3. Make sure the Accounts data matched the headings
Step 4. Import the updated .csv file
Notes:
1. Do not change the values in the first column - core account group. If the Core account group values do not match then the account will not be created. The entire row will be ignored.
2. Opening balance can be left blank and it will be set to zero.
3. If Opening balance date is left blank it will be set to the start date of the current financial year.
Macro Automated File
Step 1. Download Macro Excel template file
Step 2. Enable Marco file : see how
Step 3. Update Accounts details into the template
Step 4. Tick and generate the file into .csv
Step 5. Import the converted .csv file
*Be cautious when importing large volumes of data.
*The importing process is irreversible and failure to follow instructions for bulk data imports may lead to errors in your account
If you encounter any errors, please reach out to our Support team.