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FAQ: General ledger import

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Summary

Find answers to the top inquires about importing a general ledger.


My data is too big to fit in 1 (one) Excel file, can I import multiple files?

No, only 1 general ledger file can be imported per period, per analysis. You must combine the data into 1 Excel file on a single sheet.

If you need assistance combining your general ledger data, please submit a data formatting request.


What data columns do I need for my general ledger imports?

Your general ledger import must include the following columns:

  • Account ID number
  • Amount or Debit and Credit
  • Effective date

See our General Ledger Data Checklist for details on optional columns.


How do I adjust my column data?

During the Map Columns stage, you can split, duplicate or combine column data for more flexibility in the column mapping process.

To adjust or manipulate column data, select the 3 dots icon next to your column data.


Can I change column mappings after the file is imported?

No, after confirming the column mappings you cannot make adjustments to them. If you need to make changes, you must restart the import process and apply new mappings. 

To make changes, re-import your file:

  1. Open the Actions menu in line with the file.
  2. Select Replace file.


Can I change my transaction ID or apply the Smart Splitter after the file is imported?

No, you cannot modify the transaction ID or apply the Smart Splitter after the file has been imported.

To make changes, re-import your file:

  1. Open the Actions menu in line with the file.
  2. Select Replace file.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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