Performing a Mass Import

You can use the mass import to import accounts, grouping accounts, mappings, and adjustments for several companies and years simultaneously.

The mass import is performed by means of a CSV file. The import settings must be configured first on an interface, which is then used for the mass import.

The Mass Import workspace is opened under Master Data | Mass Import.

The workspace is displayed as follows, for example:

To perform a mass import:

After you have executed the import, you can display the state and, in the case of a failed import, the details.

To do this, click the bell icon to open the job monitor. The status of the import task is then displayed below the task:

In the case of a failed execution, click the corresponding task to display the error details.