Preparing a good spreadsheet for import is an important step to succeed with import.
Table of Contents
Preliminaries¶
We recommend you to take a look at how to create an accounting account before you start with the preparation of the spreadsheet of your accounting accounts.
For the system to do automatically the mapping, and import correctly all information you have written in the spreadsheet, you must name the column as described below (use the "ERP5 Terms").
Accounting account¶
| Common Terms |
ERP5 Terms |
Authorised values |
| Account Name |
title |
free text |
| Reference |
reference |
free text |
| Normal Credit Balance |
credit_account |
blank or '1' |
| GAP |
gap_list |
GAP Id's - See Correspondences |
| Account Type |
account_type |
account_type categories id's - See Correspondences |
| Financial Section |
financial_section |
financial_section categories id's - See Correspondences |
| Mirror Account |
destination_title_list |
Account name |
| Description |
description |
free text |
You can use ERP5 minimum accounting account import spreadsheet as a model to build your own spreadsheet.
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