Import Accounts

For creating new accounts, customers, suppliers, and cost centers, see the Chart of accounts documentation for a list of the available columns.

Go to the Actions menu > Import into accounting > Accounts

The file type to use is "TXT with headers".

• You can use any column name available in the table.
  • Account
    The account number.
  • Description
    A short description, organization name, or customer name.
  • BClass
    Required (1, 2, 3, or 4).
  • Gr1
    Required. It is also used to sort the data when it is imported.
  • Address fields
• Field headers must be included in the first line of the file.
  Field names are case-sensitive and must correspond to the NameXml (English) values found in the Settings tab of the Columns setup.
• Field headers and field data must use the tab character as the separator "\t".
• Each line (after a "\n") represents a new record.
• The format for Date fields is yyyy-mm-dd.
• Character encoding should preferably be UTF-8; otherwise, use the local encoding.

When importing, the user can choose to import only the new lines.