CSV Import / Export
Checklist Item 3.9: controlled templates and exports for chart of accounts, customers, vendors, and items/services. Import processing is template-controlled; transaction import comes later after posting rules are installed.
| Template | Entity | Headers | Export | Status |
|---|---|---|---|---|
| Chart of Accounts CSV Template | accounts | account_number,account_name,account_type,detail_type,normal_balance,opening_balance_debit,opening_balance_credit,is_active | Download CSV | active |
| Customers CSV Template | customers | customer_number,customer_name,company_name,contact_name,email,phone,billing_address1,billing_city,billing_state,billing_postal_code,term_key,status,notes | Download CSV | active |
| Items and Services CSV Template | items | item_key,item_name,item_type,description,income_account_number,expense_account_number,rate,taxable,is_active | Download CSV | active |
| Vendors CSV Template | vendors | vendor_number,vendor_name,company_name,contact_name,email,phone,remit_address1,remit_city,remit_state,remit_postal_code,term_key,is_1099,default_expense_account_number,status,notes | Download CSV | active |