Posted September 03, 2021
Follow the steps for Importing New Records.
| Field |
Required |
Type |
Sample Values |
Notes |
| Chart_Layout_Title |
Yes |
Text |
"Balance Sheet" |
Chart_Layout_Title must have the same Is_Public, Owner_Username, and Owner_UserId for all rows. A different Chart_Layout_Title indicates a separate chart layout being imported. |
| Is_Public |
Yes |
Datasource Data |
"Yes", "No" |
|
| Owner_Username |
No, if Owner_UserId is specified |
Lookup |
"abc@school.org" |
|
| Owner_UserId |
No, if Owner_Username is specified |
Identifier |
"123" |
The User must have the FinanceGL Full role. |
| Item_Caption |
Yes |
Text |
"Assets" |
|
| Parent_Item_Caption |
Yes for child items that appear under an Item_Caption on a different row |
Text |
"Assets" |
If left blank, the current item is a top level item for the chart layout. Chart layouts can only be 10 item levels deep. |
| Item_Order |
No |
Integer |
1 |
Integers only. Determines the order the item appears within its parent. The numbers do not need to be sequential. If left blank, the order the item appears in the import file determines the item order. |
| Is_Header_Bolded |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Header_Italic |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Header_Underlined |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Page_Break_Before |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Page_Break_After |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Footer_Bolded |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Footer_Italic |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Is_Footer_Underlined |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Suppress_Header |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Suppress_Details |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Suppress_Footer |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Show_Debits_Negative |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| YES |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| YES |
No |
Datasource Data |
"Yes", "No" |
If left blank, the current item inherits the parent’s setting. |
| Account_Number_Like1 |
No, if a range or comma list is specified. |
Text |
"_1___" |
See the notes at the end. |
| Account_Number_Range_Start1 |
No, if like or a comma list is specified. Yes, if a range end is specified. |
Datasource Data |
"11000" |
See the notes at the end. This must match an existing account number. |
| Account_Number_Range_End1 |
Yes |
Datasource Data |
"11999" |
See the notes at the end. This must match an existing account number. |
| Account_Number_Comma_List1 |
No, if like or a range is specified. |
Text |
"11000, 11500, 35791" |
See the notes at the end. Accounts in the list must match an existing account number. Any spacing before or after the comma is ignored. |
Note: Account_Number_Like1, Account_Number_Range_Start1, Account_Number_Range_End1, and Account_Number_Comma_List1 are repeated 4 more times (for a total of 5). A minimum of 1 account criterion is required for each Item_Caption.
Note: If more than one Account_Number criteria are specified, then accounts matching any of the criteria are included when generating a report. Example: Account_Number_Like1 "1%" and Account_Number_Like2 "%2" would include all accounts starting with 1 or end with 2. Example: Account_Number_Like1 "1%" and Account_Number_Comma_List1 "55555, 77777" would include all accounts starting with 1 and the accounts 55555 and 77777.
Note: For Account_Number_Like columns, use the same wildcards as found in the article: Can Wildcards Be Used When Searching?