Mass Import
Mass Import
When the volume is large, the module accepts spreadsheet uploads, which greatly speeds up preparation compared with manual entry. There are two imports: support and adjustments and responsible parties. Both are uploaded through the upload screen or by a configured process.
Bulk Support and Adjustments
This import inserts Support, Support Adjustment, and Origin Adjustment entries for several accounts at once. The spreadsheet has eight columns, whose names cannot be changed: Business, Ledger Account, Company, Start Date, End Date, Amount, Description, and Entry Type. Business, Ledger Account, Company, Amount, and Entry Type are required.
The step-by-step process is straightforward: download the template spreadsheet, fill in the month’s entries, save it while keeping the structure, upload it, and check the result in Account Analysis.
Important: each new support and adjustments import replaces the previous one. The platform always considers the latest import valid, so the spreadsheet must contain all entries, not just the ones that changed.
Responsible Parties Bulk
This import updates the responsible parties for approval levels across several groups at once. The spreadsheet has five columns, all required: Closing Group, Business Code, Approval Level, Days, and User Login. Each row corresponds to a combination of group, level, and responsible party, so customers with many groups and levels generate many rows.
Unlike the support import, this one is incremental: only the levels present in the spreadsheet are updated, and the others remain unchanged. To unassign a responsible party, leave the User Login field blank, or use bulk unassignment from the assignment screen.
Important: User Login and Approval Level Name must match exactly what is registered in the platform, with no spelling or spacing differences. "Prepared" and "Ready" are treated as different levels.
Where to go next
Businesses, Chart of Accounts, and responsible parties.
How to prove an account.