GLCode/Account Import

Overview

This file allows the import of a list of accounts from a standard Comma Delimited file into the RMS system.

You must be able to provide a CSV file in the format as indicated below. It may be necessary to seek technical advice in order to create your file in the format that RMS requires.

Sample File - accounts.csv

Important Information

• The file to be imported must be in a comma delimited CSV format.
• The name of the file must be accounts.csv
• Microsoft Excel is able to save using a CSV format that should match these requirements.
• The fields within this file must not contain commas
• RMS is able to determine whether the first record is a header record or not, thus it is not necessary to strip the header record (field names) prior to the import