This page contains import templates for key objects (Data Tables) in Accounting Seed. Import templates can be opened in excel and saved in .csv format for uploading with the Salesforce Data loader or web based import tool. Please note the following:
- Import templates must be saved in .csv format before processing with the data loader or import tool
- Several of the files contain 2 tabs for master detail records. For example: Billing and Billing Line. The master records should be saved in a separate csv file, than the line records, when doing the import. The data loader and import tool will not support multiple tabs in an excel workbook.
- There is a description row to help you determine the data needed for each column. This row should be deleted prior to saving in csv format.