2022
Page History
...
- Create a CSV file with the following fields
- Account Name
- Account Number
- Type
- Balance
- Description
- Fill each columns with the related data
Make sure the Type field matches to the Picklist Value of "Account Type" is AccountingBook. The values are:
Info title Account Type Values Income
Expense
Equity
Cost of Goods Sold
Other Income
Other Expense
Bank
Fixed Asset
Accounts Receivable
Accounts Payable
Other Current Asset
Other Current Liability
Import data
- 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
Item List
Data Import using Data Loader (use when Hierarchy import is needed)
...
| Info | ||
|---|---|---|
| ||
| 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
| Info | ||
|---|---|---|
| ||
| 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. |
...
Overview
Content Tools