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:

  1. Import templates must be saved in .csv format before processing with the data loader or import tool
  2. 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.
  3. 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.
Master Data Import Templates
Transactional Import Templates

 

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5 Comments

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    Rebecca Ralls

    Hi there,  I was wondering if you have updated templates for Customers & Vendors (and any other objects that might require it?) reflecting the new default GLAV fields.  Also - I don't see a template for contacts - is that just because there aren't any AS specific fields on the contact record? I had thought it might be a separate tab on the Customer & Vendor template, but there isn't one there. Thanks!

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    Tony

    Thanks Rebecca. We will update the account import template for the new variables. We don't have a contact import as there is nothing really significant for AS on this object. We are also trying to discourage the use of a contact as a payee and setup all payees as accounts.

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    Rebecca Ralls

    Another question: Is there a specific reason why the "Use 1904 date system" is marked true on the Journal Entry template? 

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    Tony

    Hi Rebecca,

    I am not seeing this. Is this a setting in excel you are looking at?  

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    Rebecca Ralls

    Yes. When I download a new copy of the  template, and you go to File -> Options -> Advanced and scroll down to "When Calculating this workbook:" there is an option called "Use 1904 date system". and it is checked.   

    When it is checked, you'll notice that if  you copy a date from a 'regular' spreadsheet  into a spreadsheet with the 1904 system active that the displayed date is 4 years and a day different than the original date.

    If  you copy and paste dates into the template and then upload them, Salesforce gets the date right,  but if you type the dates directly into the template the underlying serial number is different and you get the wrong dates when you do the upload.

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