Accounts may be imported from outside of the Net•Yield system when setting up your software. This feature allows a new user to quickly transfer information from an existing accounting or inventory system into Net•Yield. It also enables users with multiple companies to "clone" a new company by exporting data from one Net•Yield system and importing it into another Net•Yieldsystem. Net•Yield uses EXCEL (.xls) spreadsheets as the "interchange'" file medium between imports and exports.
Read about the general process used to import a data file into Net•Yield.
Select Phase 1 - Account when importing/exporting Account information.
Important: You must first EXPORT a data file from your Net•Yield system in order to create the matching file formats which will later be imported. Then IMPORT the file.
For more information on the Account option see Account.
The account fields that can be exported and imported are shown below.
For details about the following field definitions, structures and default values used in the 'Import Account' datafile, refer to Account Schema and Account Information.
| Screen Label | Type | Alias Field | Req | Default | Possible Values | Table Alias |
| Account Number | C 4 | AcctNumber |
Y |
|||
| Cost Center | C 6 | CashSub | 000000 | Cost Center | ||
| Old Id | C 15 | Old_Id | ||||
| Account Name | C 30 | AcctName |
Y |
|||
| Account Status | C 1 | Status |
|
A | A,I | |
| Batch Post | C 1 | BatchPost | N | Y,N | ||
| Cash Account Type | C 1 | CashAcct | K | C,K | ||
| Income Statement Section | C 1 | IncomeStmt | S | S,C,P,X,Y,G,O | ||
| Use in Purchasing | C 1 | PurchAcct | Y | Y,N | ||
| Accrual Recovery | C 1 | AccrualRec | N |
Y,N |
Security Required : Ledger - Accounts
| See Also | Used In |