How to import bulk charts of accounts?
Metro ERP's bulk import functionality is perfect for this scenario! We'll guide you through the process step-by-step.
1) Go to the 'Accounting' module. 
2) View the Chart of Accounts page :
- Go to Accounting > Configuration > Chart of Accounts.
Bulk Importing Chart of Accounts
Let's assume you have a large number of chart of account entries and want to import them all at once.
Steps to Import:
Preparing Your Chart of Account Data for Import
1.File Format:
Metro ERP likely supports importing charts of account from a Comma separated Values (CSV) file. Ensure your data is saved in this format.
Other spreadsheet formats (e.g., XLSX) might require conversion to CSV before import.
2.Data Headers:
The first row of your CSV file should contain headers that correspond to the chart of account fields in Metro ERP.
These headers will be used to map your data during the import process. Here are common headers to consider (assuming your data has these fields):
Code: This should match the unique identifier for each chart of account in Metro ERP.
Name: The descriptive name of the account.
Account Type: This should correspond to the account type options available in Metro ERP (e.g., Assets, Liabilities, Equity, etc.).
Reconcile: This might be a Yes/No value indicating whether the account requires reconciliation.
You can add additional headers for other relevant fields specific to your Metro ERP chart of account structure (e.g., Description, Opening Balance).
3.Data Accuracy:
Double-check your data for accuracy and consistency. Ensure there are no typos, incorrect formats, or missing entries.
Inconsistent data can lead to errors during the import process.
4.Sample Import (Optional):
Consider creating a small sample CSV file with a few chart of account entries.
Try importing this sample first to test the mapping and identify any potential issues before attempting a full import.
Additional Tips:
Consult the Metro ERP documentation or support resources for specific guidelines and recommendations regarding the format and content of your CSV file for
chart of account import. Familiarize yourself with Metro ERP's chart of account structure and field definitions to ensure your data aligns correctly during the import process.
Refer Screenshot
Download Sample File:
Once you've completed all the steps above
Navigate to the Chart of Accounts Section:
- Access the accounting module in Metro ERP.
- Locate and click on Configuration.
- Select Charts of Account.
Once you click on Import records, a window will appear allowing you to select the file for import (refer to the screenshot below).
Then, click on "Load File" and navigate to the location where you saved your file on your local storage.