---
title: "Ledger Chart Of Accounts Import"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28404036/Ledger%20Chart%20Of%20Accounts%20Import"
format: markdown
---
# Overview
The **Ledger Chart of Accounts Import **option allows you to download or your current chart of accounts to make changes and reimport and/or setup new accounts via a .CSV file. The import also allow you to perform a report only import to test the import for errors.
> ⚠️ **Pre-Requisites: **
> ⚠️
> ⚠️ The following information MUST exist in your Chart of Accounts before you can run the Ledger Chart of Accounts Import task: Account Categories, Account Instances, Account Types, Account Sub Types, Analysis Codes, Cost Centres, Divisions and Account Classifications.
> ❌ **For Multi-Company Sites: **You MUST be logged into the company you want to import the Chart of Accounts for.
> ❌
> ❌ - Refer to [Switching between Companies ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28396184) for additional information.
> ✅ Refer to [GL Table Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28385052) to set these up. Contact [Support](https://kb.myframeworks.com.au/page/support) if assistance is required.
# Accessing the Chart of Accounts Import
To access the **Chart of Accounts Import**, perform the following:
1. Click the **Frameworks Menu, **then navigate to **General Ledger > Maintenance** > **Ledger Chart of Accounts Import **from the navigation tree.
2. The **Ledger Chart of Accounts Import **screen will open the **Import Criteria **tab.
# Downloading a Chart Of Accounts Template
To make it easier to import a chart of accounts, you can download a template. By downloading a template, you will ensure that you have the correct fields available to update and/or modify. To download a template, from the** Import Criteria **tab, perform the following:
1. From the **Update Field **menu, select which fields you want to update/import. By default all the fields are selected; hold the **CTRL** key down to select multiple fields.
2. Click **Download Template** to download the.csv template (chart.csv) that will include all of the chart of accounts fields based on the above selections.
> ℹ️ Enable the **Template Only: (No Data)** to download a blank .csv file (column headers only) tha can be used to populate and import new chart of accounts data.
3. Open up the downloaded.csv template (product.csv) and add/edit the required product fields in the file.
4. **Save **the file, keeping the.csv file format ready for importing.
# Uploading Chart of Accounts Import
To upload and import the edited chart.csv file from the** Import Criteria **page, perform the following:
1. Click **Upload CSV** and choose the file created in the above steps, and then click the** Upload** button. Once the.csv file has been uploaded next to **Import File, it** will display the filename that is going to be imported.
2. Set the import options:
- Enable** **the** Create missing Reporting Chart Records** checkbox if you want Frameworks to create missing chart records.
- Enable the** Report Only **checkbox** **to confirm the changes before importing, or **disable** to import the changes into Frameworks.
> Macro (include)
3. Click the **Schedule** tab. The scheduled task is defaulted to run **One Time** and is set to run at the *current system date and time*.
> ℹ️ If you are performing a large import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the **Date Picker** icon to search for an appropriate date and time to run the task.
4. Select the task notification options to **Send a notification** or **Send and email** once the import has run.
5. Click **Submit** to import the .csv file. An information box will pop up advising that the task has been submitted. Click on **OK.**
On the **Output** page, under the **Generated Reports** section, click on the **report** links to review the import.
> ⚠️ If the **Report Only** option was enabled and there were no errors in the generated report repeat the above and disable the **Report Only.** If there were any errors in the generate report, resolve the errors before importing and possibly run the the report only option until it is error free.
If you receive a message indicating there were errors updating the Chart Of Accounts, click the **ledgerChartImport.html** and the **errors.csv** links to view the detailed reports & then correct the Chart Of Accounts import file.
> ✅ Refer to [errorsCOA](#) section for further information.
# > Macro (anchor)
Correct errors with the planned Chart Of Accounts Import
To correct errors with the .csv import file, perform the following:
1. After you have completed the **Report Only** Chart of Accounts import from the **Output **tab open the **ledgerChartImport.html** file and look for errors. Refer to the table below for guidance on how to correct the issues in the import file.
| **Error** | **How to correct the error** |
| --- | --- |
| Invalid BAS code entered [*n*] (ERROR) | The account listed has an invalid BAS code defined. Go back to the import template/file & ensure you have added a valid BAS code for every account listed in the .csv. The **System - BAS Codes **miscellaneous table records valid system BAS codes. Refer to [System - BAS Codes ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28405242) for further information. |
> ℹ️ If the report lists an account with **Success** = *Yes* and **Notes** = *Will be Updated*, you can assume that that those accounts will import successfully without any issues.
> ℹ️
> ℹ️ 
2. Open the **errors.csv **file and look for errors, then correct them in the import file.
3. Once the error has been resolved and the **Report Only** Chart of Accounts import/s confirms there are no more errors, then per the [uploadCOA](#) with **Report Only **disabled.
# Additional Information
> ✅ Refer to the [GL Table Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28385052) for more information.
> ✅
> ✅ Refer to the [Chart Of Accounts ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390222) User Manual for additional information.