2022
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Go to Setup -> Data Management (Left nav) -> Import Custom Object -> Start Import Wizard
Item List
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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| If the Account Name/s are not reflected in the dropdown list, the reason might be that the spelling of the Account is incorrect. While importing the GL Accounts through the Data Loader if the defaults accounts are spelled correctly then those accounts are to be automatically reflected in the dropdown menu, else you need to manually rename the Account names. |
Remote Site Security Setting
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| Remote Site Settings allows permissions to Salesforce Apex (code) to call to other Web Services or Web Applications. In this case we are allowing AccountingBook to call Salesforce internally using Web Services to enable some of the dynamic functionalities to work. |
Goto Setup> under Security Controls Tab> Click Remote Site Setting.
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