System Manager > Data Import > Import Data Order

When setting up a new accounting system or activating a new module to your existing set up, importing data in the correct order is essential to ensure accuracy, consistency, and smooth system functionality.

A recommended sequence helps establish the core structure first, such as the chart of accounts, before layering in supporting records and transactional data.

Following a logical import order minimizes errors, prevents broken links between records, and allows balances and reports to calculate correctly from the start.

Refer to the table below for the recommended order of importing data into AccountMate Enterprise.

The Required Module refers to the module(s) that must be activated and set up for a successful import of data into certain tables. The Remarks column shows additional information regarding the import of data to a certain function or import limitations, if any.

Depending on the module you want to perform data import, the information on the left side of the table can help you determine which function or feature to import first.

Order	Required Module	Function/Feature	Remarks
1	GL	Account Group
2	GL	Segment Value
3	GL	Chart of Accounts
4	GL	Account Balance
5	GL	Statistical Code	Optional
6	CO	Miscellaneous Code
7	CO	Currency Exchange Rate
8	AR/IC	Salesperson or Warehouse Bin
9	AR/SO	Customer Master
10	AR/SO	Customer Address or Customer Contact
11	AP/PO	Vendor Master
12	AP/PO	Vendor Address or Vendor Contact
13	AP/PO	Vendor Authorized Reference Account	Optional. Only if the Use Authorized Reference Accounts Only feature is activated.
14	AP/PO	Vendor GL Distribution
15	IC	Inventory Master	Importing kit items is currently not supported.
16	IC	Inventory Warehouse Bin
17	IC	Inventory On-hand Quantity	Currently does not support import of bin on-hand quantity for items that are lot-controlled, kit, or items with specification.
18	IC & PC	Inventory Price
19	IC & SP	Specification Type
20	IC & SP	Specification Code
21	AR/SO	Substitute Inventory
22	AR	Customer Inventory
23	IC & PO	Vendor Inventory
24	MA	Work Center
25	MA	Labor Code or Machine Code
26	MA	Team Code
27	MA	Labor Grade
28	MA	Bill of Materials