With WP Ever Accounting‘s Import Accounts feature, managing your financial accounts is easier than ever. This tool allows you to upload account details in bulk using a simple CSV file, saving time and ensuring accuracy.
What is the Import Accounts Feature?
The Import Accounts feature simplifies financial management by letting you add multiple accounts at once. You can input essential account details, such as type, name, and balance, without manual entry using a preformatted CSV file.
Step-by-Step Guide to Import Accounts
- Navigate to the Tools Menu: From your WordPress Dashboard, go to Accounting > Tools. Here, you’ll find options for Import and Export.
- Select The Import Tab: Click on the Import tab. Scroll down to the Import Accounts section.
- Download the Sample CSV File: A sample CSV file guides you through the required fields. Click the link under the Import Accounts section to download the file.
- Prepare the CSV File: Open the sample file in Excel, Google Sheets, or a similar tool. Fill in the required and optional fields:
- Type: Specifies the account type (e.g., Bank, Credit).
- Name: The name of the account (e.g., “Chase Bank”).
- Number: The account number.
- Balance: The current balance of the account.
- Currency: The currency used for the account (e.g., USD, EUR).
- Save the file in .csv format.
- Upload the CSV File: Return to the Import Accounts section. Click Choose File and select your completed CSV file.
- Start the Import: Click the Import button to process the file. The system will add the accounts to your database.
- Review the Import Results: Once the process is complete, review the summary of imported accounts. Any errors or skipped entries will be highlighted for correction.
CSV Fields for Importing Accounts
The CSV file for importing accounts includes the following fields:
| Field | Description | Example |
| Type | Specifies the type of the account (e.g., Bank, Credit) | Bank |
| Name* | The name of the account (e.g., “Chase Bank”) | Chase Bank |
| Number* | The account number | 123456789 |
| Balance | The current balance of the account | 5000.00 |
| Currency* | The currency associated with the account (e.g., USD, EUR) | USD |
Download the Sample CSV File
Tips for a Successful Import
- Double-Check Mandatory Fields: Ensure all required fields are filled in accurately.
- Use Standard Formatting: For numerical fields like balances, use standard formatting to avoid errors.
- Preconfigure Account Types and Currencies: Ensure the account types and currencies referenced in the CSV file are already set up in WP Ever Accounting.
- Test the Process with a Small File: If you’re new to the feature, start with a small batch to confirm the process works correctly.
FAQs About Import Accounts in WP Ever Accounting
Can I import accounts without filling out all the fields?
Yes, but mandatory fields like Name, Number, and Currency must be completed.
Is there a limit to the number of accounts I can import at once?
No, WP Ever Accounting supports bulk uploads with no limit on entries.
What happens if my CSV file contains errors?
The system will skip invalid entries and notify you of errors. Correct them and re-upload the file.
Can I update existing accounts using the import feature?
No, this feature is for adding new accounts. Existing accounts must be updated manually.
What file format is supported for importing accounts?
Only .csv files are supported.
How can I verify that my import was successful?
After the process, review the summary and check your account list in Banking > Accounts List.