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Microsoft Dynamics GP (Archived)

IMPORT chart of accounts

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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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  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: IMPORT chart of accounts

    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.

  • DinB Profile Picture
    DinB 3,812 on at
    RE: IMPORT chart of accounts

    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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