How do I create a file for import?

You can import data into Accompa from the following types of files:

• Excel files (File extensions: xlsx, xls)
• CSV files (File extension: csv)

Creating Excel file for Import

You can easily create an Excel file to import records into Accompa by following the steps below:

1. Download this sample Excel file to your computer.
2. Open it using Microsoft Excel.
3. Add and edit columns in the file to match the fields in Accompa for the data you wish to import.
   • Each column represents a field.
   • Each "required field" in Accompa MUST have a column in this file before importing.
     • This constraint applies when importing a file to create new records in Accompa.
     • It does NOT apply when importing a file to update records already present in Accompa.
4. Remove rows 2-4 in the file, and add rows for the data you wish to import.
   • Each row represents an individual record in Accompa.
5. Once all the rows and columns are filled out - save the file.
6. You are now ready to import!

Creating CSV file for Import

You can easily create a CSV file to import records into Accompa by following the steps below:

1. Download this sample CSV file to your computer.
2. Open it using a spreadsheet software such as Microsoft Excel.
3. Add and edit columns in the file to match the fields in Accompa for the data you wish to import.
   • Each column represents a field.
   • Each "required field" in Accompa MUST have a column in this file before importing.
     • This constraint applies when importing a file to create new records in Accompa.
     • It does NOT apply when importing a file to update records already present in Accompa.
4. Remove rows 2-4 in the file, and add rows for the data you wish to import.
   • Each row represents an individual record in Accompa.
5. Once all the rows and columns are filled out - save the file as a "CSV file" as per the steps outlined in this article.
6. You are now ready to import!