I’m uploading a new chart of accounts, and I notic...
# accounting
n
I’m uploading a new chart of accounts, and I noticed that NS doesn’t seem to allow mapping the “Summary” field through CSV import. Can you confirm if this is correct? I couldn’t see it in the mapping options. I want to know if there is a way to do it. Thanks.
m
Import in first your summary account and create WF to set field value ( check the summary account box)
n
Thanks Mb. Good idea🙏
a
We are using the similar method as Mb wrote and it works pretty well. Except if smth fails and you have to to activate again all these inactivated accounts 🙂 By example you forgot to link parent to an account, or you have to import new accounts and its impossible to set parent account if it is already inactive.
So in our case we set Inactive attribute via csv update and then WF kicks in which marks Summary attribute if account changes to inactive.
n
Thanks MB. It worked for me.