• Column header names must follow the exact same naming scheme as provided or the import upload will fail.

  • Blank rows are considered empty and skipped by the importer.

  • Overwrites are not performed on previously existing GL accounts but instead a duplicate record is created.

  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.

FieldIs Field Required?Additional DetailsMax Characters/Values
Account NameYes


Account NumberYes