Data Import of CSV Files

CSV data import allows you to import data from any accounting system using CSV files. CSV data files can be imported through either the Import option or the Multi-Client Import option.

The CSV Import Wizard is used when setting up a new company in ProudNumbers.

Three files must be imported:

1. Chart - chart of accounts with main categories, subcategories, and code ranges.
2. Nominal Ledger - a list of nominal ledger accounts with their names and codes.
3. Transactions - detailed financial transactions.

After that, the Multi-Client Import Wizard can be used as a one-click import option for one or multiple companies. This wizard simplifies the process by removing the need to remember individual data locations.

Follow the Wizard, and ProudNumbers will highlight any errors that occur.

Multi-Client Import wizard 

The Multi-Client Import Wizard allows you to import data from multiple clients in one session. This functionality is available from the File menu under Multi-Client Import Wizard.

All data path corrections for files must be made using the CSV_Import Wizard, located under File/Import Wizard. If there is an issue with the data path, ProudNumbers will highlight the error.