Content Comparison

...

To import any of the above items, first do an export to get the template and choose what data you would like to have in the template. Also choose the Financial Year you will be importing into. Then make the modifications in Excel, and import into GL2. Refer to Exporting Export data from GL2 for more information - XX.

General importing steps

1. Ensure you are in the correct Ledger.
2. Go to Accounts and click on Accounts Maintenance. 
3. Click Import.
4. Click the Load button in the bottom left-hand corner and navigate to the file with the import data. Ensure this file is not currently open in Excel.
5. Information will then be displayed under the various tabs. Click on the tab that you wish to import data for. The Import button will only be activated on the tab where there has been a change to the data.
   1. Fields showing in orange means there has been a change so check to ensure this information is correct.
   2. Fields showing in red means there is an error that needs correcting.
   3. Click the "Hide zero balances" checkbox to only show fields with values.
   4. Click the "Show errors only" checkbox if you wish to hide fields that don't have errors.
6. Once you have reviewed the data to ensure all is correct, click Import. 

...