Spire User Manual - General Ledger
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      2. Spire User Manual - General Ledger

      GENERAL LEDGER - Import GL Accounts

       

      • Access - Tools > ImportToolsMenuImport
      • option to ImportOpenConfig open a previously saved import configuration / mapping  or continue as follows:
      • select the .xlsx or .csv file location (‘Source’) using the ‘Browse Files…’ if this is an unsaved Import or ‘Browse Folders…’ button if this is a previously saved ImportGLAccountImport
      • accept or change Date Format if applicable
      • select the Import Type (data) you are importing - Chart of Accounts
      • map fields (including UDFs):
        • select the field under Import File (ie: ‘Account No.’ from Excel)
        • select the corresponding field under Spire Fields (ie: ‘Account No.’)
        • click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
        • continue to Match all fields you want to import into Spire
      • determine whether your spreadsheet CheckBoxCheckedBlue Has Header Row or not
      • option to select a Destination folder to move the successful imported file to
      • option to select a Failure folder to move the unsuccessfully imported file to
      • click on  Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders
      • click on Import to finish and review the newly imported records in Spire