How To Import Primary Accounts to an Existing Template

Here are the steps on how to add imported primary accounts to an existing template:

1. From General Ledger and click Segment Accounts to open Segment Accounts screen. 
2. Click Import Primary toolbar button to open Import Primary Accounts screen.
3. Select a template from the Select a Company Type panel. Corresponding primary account codes imported for the selected template will be displayed in the grid on the opposite side of the panel.
4. Click Import button. Import Primary Accounts from CSV screen will open.
5. Click Browse button and select the CSV file where primary account codes to be imported is saved.
6. Click Import button to start import process.
7. Message informing user if importing is successful or not will prompt. Click OK to close the message.
8. After importing is successful, all primary account codes that are not existing on the selected template will be added. In case that on the selected file there are codes that are already existing, they will no longer be imported.