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This article applies to:

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

Import accounts to an account rollup

Import CSV files for an
Account rollup
 that was previously created, or create new templates that map the data.
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Accounts
    .
  2. Select the
    Rollup
     tab.
  3. Select an account rollup link on the
    Chart of accounts
     or
    Classification
     tab.
  4. Select
    Import
    .
    note
    Select
    Unpublish
     on a
    Published
     Rollup before proceeding to the next step.
    Rollup import data
  5. Select
    Add File
    , then select
    Next
    .
  6. Begin to prepare your data on the
    Import rollup
     screen. Rollup data screen
  7. To create a new template:
    1. Select each column header and map the
      Account code
       and
      Account name
      .
      Example
      Black arrow with account code and account name
    2. Select
      Next
      .
    3. Enter a template name, then select
      Save & Continue
      .
  8. To use an existing template:
    1. Select a template
       to use an existing one, or select the Blue template gear link to select another template.
      note
      The
      template
      ,
      start row
      , and
      row columns
       automatically populate when you use an existing template.
    2. Select
      Next
      .
  9. Review your imported data.
    Screen with rollup data
    1. If you get an error on the import, select the error
      Details
       link to view the error and fix them, then import again.
      Blue file error link
  10. Select
    Columns
     to add, remove, or reorder columns in your table, then select
    Apply
    .
  11. Select
    Finish
     when you're done with the review.
  12. Select
    Confirm
     to update the accounts.