You can import a new account chart to the system or update existing account data using an XML or CSV file. For instructions on saving accounts from the system to an XML or CSV file, see Saving Accounts to File.

The easiest way to create a valid file for changing some properties is to save all accounts or selected account branch to file and modify the content. If you edit the import file (CSV) in Excel, remember to save it as a CSV file.

For import, the following options are available:

•Update account chart: The properties of the accounts included in the import file are updated in the system, new parent is added according to the import file. Those accounts that exist in the system but are not included in the import file remain as they are.

•Replace account chart: Those accounts that are not included in the import file are deleted from the system. The same restrictions apply as when deleting accounts in the Account Management view. Also the parents ─ sub-account relations not included in the file are removed.

•Replace only FPM package accounts: Those Package accounts (accounts, that end with letter P) that are not included in the import file are deleted from the system. The same restrictions apply as when deleting accounts in the Accounts view. Any other accounts not existing in the file (settings, parents, and sub-accounts) stay unchanged. If other accounts are included in the file, their settings are updated and new parent relations are added.

•Additional options (available only for the Replace only FPM package accounts option):

oUpdate data type connections of existing accounts: The data type connections of the existing accounts are updated according to the import file. If the import file does not contain element (xml) or column (csv) for a data type, connections relating to that data type are not changed. By default this setting is deselected, which means that the previously made selections for the existing accounts remain unchanged.

oUpdate account group information for existing accounts: The account group data of the existing accounts is updated according to the import file. By default this setting is deselected, which means that the previously made selections for the existing accounts remain unchanged.

Note the following restrictions:

•You cannot import an account under normal account with existing input data. In this case, the account is added to the Accounts not in use hierarchy.

•You cannot add a new account with an existing ID.

•An account cannot be deleted if it contains data. In this case, it is moved to the Accounts not in use hierarchy.

•When update account chart option is selected, only those account properties that are included in the import file will overwrite the corresponding current values. Other properties will not be replaced by default values.

•Recursive account hierarchies cannot be created. For example, account X cannot be added as a sum account to account Y and the other way around. In this case, these accounts are added to the Accounts not in use hierarchy.