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
Marc
05/24/2023, 2:57 PM
Import in first your summary account and create WF to set field value ( check the summary account box)
n
NS User
05/24/2023, 3:45 PM
Thanks Mb. Good idea🙏
a
Arūnas Žindžius
05/31/2023, 12:47 PM
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.
Arūnas Žindžius
05/31/2023, 12:49 PM
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.