Account Import Tab

eFinancials—Data Transfer—Account Import or
ePO—Data Transfer—Import Accounts

Use this tab to import chart of accounts data from another software application.

A file must be stored on your system prior to import. For a successful import, the file you created in another piece of software should match the format used in this software. For details, refer to Account Import File Format.

Confirm that the field Track Unit? on the Account Maintenance Tab is not selected. You cannot import accounts when this option is selected.
At Step 1, select a file.
Click Browse. Your operating system navigation window displays.
Navigate to and select the file you want to import.
Click Load Import File. The system uploads the file to the server, and updates the tab for step 2.
At Step 2, import the file.
Click Import Now to import the accounts. A success message displays when the import is finished.
Click OK to acknowledge the message.

If the import is not successful, a report detailing errors displays in a PDF format and no records are imported. Use the print capabilities of PDF to print the report. The error report lists the tag/name of the field in the import file that is in error, the value of the field, and the action that needs to be completed to correct the problem. The report can include any of the following errors:

Need to setup this in eFinancials.
No blank accounts can be imported.
Department: Description cannot be blank because the department does not exist in eFinancials.
Account Description cannot be blank so could not import this EntityCompany/Account.
Account existed twice in the file for this EntityCompany/Account, first occurrence in the file was imported.
Total Record Type Account has an invalid or blank Total From Account for this EntityCompany/Account/Total From Account.
Total Record Type Account has an invalid or blank Total Thru Account for this EntityCompany/Account/Total Thru Account.