Format for batch importing accounts

V5 Question
1

I need to import some accounts from an excel spreadsheets with the batch import accounts option, but I can’t find the correct format. Can anyone help.

2

The format is

#<Account Type>
<Account Name>
...

So for example:

#Customer Account
John
Mary

will create 2 customer accounts (John and Mary)

3

Thank you very much. That helped plenty.

4

To import with custom fields you can use this format. It supports CSV format but you need to define on first line which field maps to the custom field.

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image.png1093×655 44.9 KB

5

That’s for batch entity import, but his question was about batch account import.

I take it we can only support account name in batch account import? But I think that’s all that matters anyway, the only other field is currency.

6

Yes sorry you’re right. I misunderstood that.