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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

Import accounts to a chart of account

Import CSV files for
Source chart of accounts
 or
Summary chart of accounts
 that was previously created, or create new templates that map the data.
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Accounts
    .
  2. Select a chart link on the
    Source chart of account
     or
    Summary chart of account
     tab.
  3. Select
    Import
    .
  4. Select
    Add File
    , then select
    Next
    .
  5. Begin to prepare your data on the
    Import accounts
     screen.
    Screen with data and codes
  6. To create a new template:
    1. Select each column header and map the
      Account code
       and
      Account name
      .
      Black arrow with account code and account name
    2. Select
      Next
      .
    3. Enter a template name, then select
      Save & Continue
      .
  7. To use an existing template:
    1. Select a template
       to use an existing one, or select the blue gear icon link to select another template.
      note
      The
      template
      ,
      start row
      , and
      row columns
       automatically populate when you use an existing template.
    2. Select
      Next
      .
  8. Review your imported data.
    Review data screen
    1. If you get an error on the import, select
      Download file
       to fix them and import again. Blue download link
  9. Select
    Columns
     to add, remove, or reorder columns in your table, then select
    Apply
    .
  10. Select
    Finish
     when you're done with the review.
  11. Select
    Confirm
     to update the accounts.
    note
    For the Source chart of accounts, attach the Level 4 classification ID. Currently, attaching a classification ID to the Summary chart of accounts is not supported. To attach classifications, use
    Actions
    Edit Classification
     on the
    Accounts
     screen.