Template for the Mass Account Merge import

User is looking to import multiple account merges and needs the template

• Account Merge

• Account Master

The Account Merge program will accept two different Excel import templates. Users should utilize the template that corresponds with their account entry method. The completed import file may then be imported at:

Enterprise ERP > Financials > General Ledger Menu > Set Up/Chart of Accounts > Account Merge

Users may then import the file in Account Merge by clicking Mass Account Merge Import button in the top ribbon of the program, then either selecting or dragging the import file into the drop window

If the user's account entry method is Org Object Project, the required columns in the import file are:

• Original Org

• Original Object

• Original Project

• Target Org

• Target Object

• Target Project

If the user's account entry method is Long Account, the required columns in the import file are:

• Original Account

• Target Account

For any issues with the import or any errors that are received, please contact Enterprise ERP General Ledger Support for assistance.

If the user is using the Long Account template, the account needs to be entered exactly as how the account number is saved in Munis.

A reliable method of ensuring this is by searching for the account in Account Inquiry, copying the account number and pasting it into the import template. If there is a dash at the end of the account number, that needs to be included as well.