IMPORT chart of accounts

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Posted on by Romryan

Hi,

How do I convert a smartlist chart of account so that its acceptable by IM and then I integrate it to another company.I am saving smart list excel file as CSV or Tab delimited but when I add the source and pickup the file and click on columns.The columns dont show up even after clicking apply button and refreshing the columns.

RomRyan

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DinB 4,117 on at

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That's strange. Try opening the file in notepad and compare with the "Accounts.txt" sample file that comes with IM.
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Redbeard 12,931 on at

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RomRyan,

If you are saving the COA as a CSV or Tab Delimited file you must correctly identify the file type when adding a new source to Integration Manager. You should also make sure you're add a New Text Source in IM - there can be issues with modifying existing sources.