> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-ledger/ledger-operation-in-xyb-console/chart-management-in-xyb-console-overview/bulk-chart-import.md).

# Bulk Chart Import

If you need to create multiple charts, accounts, and wallets at once, Console allows you to upload a complete structure using a CSV file. This is useful when wanting to speed up ledger set up for testing purposes or migrating existing data into the system.

{% hint style="info" %}
Chart Import tool does not support Groups, Group Accounts or Group Wallets
{% endhint %}

1. In Console, go to **Ledger > Chart Management**.
2. Click **Upload CSV**.
3. The upload screen will appear:
4. Prepare a CSV file following the format described below. Each row represents **one wallet** under an account in a chart. You can define multiple wallets under the same account by repeating the account ref.<br>

   | Column                  | Required | Description                                                   |
   | ----------------------- | -------- | ------------------------------------------------------------- |
   | `Chart name`            | ✅        | Name of the chart this row belongs to                         |
   | `Account ref`           | ✅        | Unique ID or reference for the account                        |
   | `Account tags`          | Optional | Comma-separated tags for the account (`tag1,tag2`)            |
   | `Account attributes`    | Optional | Comma-separated key:value pairs (`region:APAC,owner:finance`) |
   | `Wallet name`           | ✅        | Name of the wallet to create under the account                |
   | `Wallet currency`       | ✅        | Currency code (e.g., USD, EUR)                                |
   | `Wallet decimal places` | ✅        | Decimal precision (e.g., 2 for cents)                         |
   | `Accounting type`       | ✅        | Type of account: `ASSET`, `LIABILITY`, `DIVIDEND`, etc.       |
   | `Wallet attributes`     | Optional | Comma-separated key:value pairs for the wallet                |
5. Click **Choose file** or drag the CSV into the upload area.
6. Click **Continue** to process the import.

> ⚠️ Once created, **charts, accounts, and wallets cannot be deleted**. Review your file carefully before uploading.
>
> **Note**: The file can include **up to 1,000 rows**. If you have more, split them into separate files.

***

#### Download Blank CSV Template

Here’s a blank template you can download and use:

{% file src="/files/p0rtadT2KSSnYG4joEeZ" %}

#### Output

When uploaded succesfully without any errors, you will receive a success message. If there were errors in some rows, you'll receive a warning message as below. Review the chart for errors, and re-upload the corrected CSV.

<figure><img src="https://2842134550-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FakJn6TxWIBAbZwLlYoVP%2Fuploads%2F5ah7OlqcHnAb1deC6fy3%2Fimage.png?alt=media&amp;token=f1d49c1a-a43a-4567-ad98-8161fa9079cb" alt=""><figcaption></figcaption></figure>

**Tips for a Clean Import**

* Keep **column headers unchanged**—they must match the expected schema.
* Use **consistent formatting** for tags and attributes (comma-separated, no spaces between key:value).
* You can include up to **1,000 rows** per file and the size must not exceed 2MB.
* Charts and accounts will be created only once, even if referenced in multiple rows.


---

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