Import data from a CSV file
- From the Clients menu, select Clients list.
- From the Accounts production widget on the Dashboard, select the required accounting period. Ideally, select the latest / newest period.
If a relevant account period does not exist, you must create and set up one first.
- In the Source Data tab, select Import.
- If data has been previously imported, choose whether to upload new data (Yes upload new CSV). Doing this overwrites any existing trial balance data.
- IRIS Elements Accounts Production Professional subscribers only. Select the mapping template your CSV file is based on.
- Either:
- Drag the CSV file into the dialog box
- Select the message to find and choose the relevant CSV file
IRIS Elements Accounts Production attempts to match the accounting period in the CSV with the configured periods.
- Select Import data.
- After import, check the data has been imported as expected. Errors are highlighted that must be resolved:
- Missing accounts or descriptions
- Unknown Directors
- Unknown Partners
IRIS Elements Accounts Production Professional subscribers only. You can choose to Save & exit without resolving the highlighted problems and complete the process later — when you return to the Source Data tab, select Resume import to complete the import.
- IRIS Elements Accounts Production Professional subscribers only. When all highlighted problems have been resolved, select Complete import.