Page History

...

Data Import using Data Loader

1. Importing GL Account using Data Loader
2. Item List

After adding your GL Accounts (Chart of Accounts), you might want to add hierarchy or the parent-child relationship to the accounts. For that you will need to export the GL Accounts data to the CSV file and identify the SalesForce ID. The second step is to identify the SalesForce IDs of the Parent accounts to map those to the Child accounts. Insert Parent Account IDs next to the Child Account Names in the CSV file by V-lookup operation. Once you have the IDs of the Parent Accounts in CSV, you can perform the update operations on GL Accounts and map those respective parent accounts using Data Loader.

...