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Account Import Tab
Make the following menu selections
to display this tab:
eFinancials—Data
Transfer—Account
Import or—Data Transfer—Import Accounts
Use this tab to import chart
of accounts data from another software application.
Note
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.
To Import Chart of Accounts Data
- 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.
Import Errors Report
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.
See
Also
Data Transfer File Formats
Introduction
Account
Import Tab
Account
Import File Format
Accounts
Overview
Import
Error Messages