Onboarding Tools: Data Importers

How to use the onboarding tools to import data and balances to a new company

Written By Grainne Reidy (Super Administrator)

Updated at June 25th, 2024


The onboarding tools are a set of tools developed to allow you to build a new company and import data. 



If you have never used any of the tools before, we recommend contacting the onboarding team to request training on the onboarding process to ensure you have the knowledge to use the tools effectively. Incorrect use of older tools can lead to data loss and corruption. 


Our Articles

Please take the time to read each article before using the data importer as the tools may have changed since you last used them.


Chart of Accounts Data Importer‍ to import GL Categories, GL-Sub-categories, GL Accounts, Tax Codes, System Accounts, and System Defaults.

 BI Codes to import Dimensions, Elements, BI Codes (with or without tagging to elements), and GL Code to BI Code Mapping.

 Bank Accounts to set up GL accounts as Bank Accounts. Also, learn how to import unreconciled bank items.

 Customers Data Importer‍ to import customer details. Also, learn how to import customer open items.

 Suppliers Data Importer‍ to import supplier details. Also, learn how to import supplier open items.

 Items Data Importer ‍to import items, locations, sub-locations, groups, and sub-groups. 

 Trial Balance and Banks to import an Opening Trial Balance, Monthly Movements, and Foreign Currency Bank Balances. 

 Opening Financial Position to import Unreconciled Bank Transactions, Customer / Supplier Open Items, and Opening Stock Position.

 Transactions Importer to import transactions.

 Intercompany Transactions Data Importer‍ to import intercompany transactions.