Import Location

Settings > Customer > Import/Export


The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:


Required Fields

Blue HighlightRequired
No HighlightNot Required


FieldAdditional DetailsMax Characters/Values
Account Name

100

Account Number
100

Formatting Guidelines

  • 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”.