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.

Chart Import tool does not support Groups, Group Accounts or Group Wallets

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.

   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.

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Download Blank CSV Template

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

139B

chart_import_template.csv

Open

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.

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.