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- Go to Setup -> Data Management (Left nav) -> Import Custom Object -> Start Import Wizard
- Follow steps to map your CSV fields to the GL Account Fields
- Import all data
In case there are hierarchy involved, you can use Apex Data Loader to import the date. See Importing GL Account using Data Loader for more details.
The steps for importing heirarchial data is as follows -
- Add all Parent GL Accounts
- Export all GL Accounts with Parent Salesforce Ids.
- Update your CSV import files and add a column "ParentAccountId". Update the ParentAccountId field with the related Ids. In Excel, you can use VLOOKUP to relate parent accounts.
- Use data loader to upsert all records, make sure you have added the ParentAccountId to point to the Parent GL Account field.
- Repeat for each level of GL Accounts
Items (Products)
Prepare file
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Data Import using Data Loader (use when Hierarchy import is needed)
Importing GL Account using Data Loader
- Add all Parent GL Accounts
- Export all GL Accounts with Parent Salesforce Ids.
- Update your CSV import files and add a column "ParentAccountId". Update the ParentAccountId field with the related Ids. In Excel, you can use VLOOKUP to relate parent accounts.
- Use data loader to upsert all records, make sure you have added the ParentAccountId to point to the Parent GL Account field.
- Repeat for each level of GL Accounts
Item List
Configuration
Click on Admin/Get Started object
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