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Account Import Requirements and Example

Click for file layout and validation rules for the Account Import Click for example CSV file with Usage Type and Account Number Click for example CSV file with Category and Account Number   File Forma

Updated over 2 weeks ago

File Format

The input data file should be a CSV-formatted text file. A comma (“,”) will be used to separate each column. A carriage-return+line-feed character combination will be used to terminate each row. If a carriage-return+line-feed character combination must be included as part of the data of a single column, the column’s data should be enclosed in double-quotes. The same is true if a comma must be included as part of the data of a column. If a double-quote character must be included as part of the data of a column, then it should be “escaped” by being immediately proceeded by another double-quote character. (e.g. "Hello world" would be encoded as ""Hello World"" if the double-quotes were required as part of the value for a field.)

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