{"id":49014,"date":"2023-06-30T14:19:57","date_gmt":"2023-06-30T14:19:57","guid":{"rendered":"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/?p=49014"},"modified":"2025-02-25T15:46:45","modified_gmt":"2025-02-25T15:46:45","slug":"how-to-import-nominal-ledger-form-an-excel-csv-file","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=49014","title":{"rendered":"How to Import Nominal Ledger from an Excel (CSV) File"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>Go to -&gt;Season Button-&gt;Office Tools-&gt;Database Maintenance <\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"571\" height=\"332\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Screenshot-2023-06-30-142850.png\" alt=\"\" class=\"wp-image-49015\" srcset=\"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Screenshot-2023-06-30-142850.png 571w, https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Screenshot-2023-06-30-142850-300x174.png 300w\" sizes=\"auto, (max-width: 571px) 100vw, 571px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">2. Select the &#8216;Import Data&#8217; tab-&gt;Then click on the &#8220;Import General&#8221; tab<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"458\" height=\"501\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Import-1.png\" alt=\"\" class=\"wp-image-49017\" srcset=\"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Import-1.png 458w, https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/Import-1-274x300.png 274w\" sizes=\"auto, (max-width: 458px) 100vw, 458px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">3. Enter in your Admin or Supervisor Password in the Password field<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.Click on &#8220;Nominal Ledger&#8221; option<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.This will load the &#8220;Nominal Ledger Import Wizard&#8221;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"524\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/nominal-wizirad.png\" alt=\"\" class=\"wp-image-49018\" srcset=\"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/nominal-wizirad.png 440w, https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/nominal-wizirad-252x300.png 252w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">6.Click on &#8216;Browse File to Import&#8217; and choose the location to which you want to import from. (<strong>Ensure that the file name ends in .csv<\/strong>) Alternatively you can type in the file directory into the yellow text box in the image above<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.Click on the &#8216;Click to Import &#8216; button<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8.Click &#8216;Yes to import Nominal\/General Ledger<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"293\" height=\"148\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/nominal.png\" alt=\"\" class=\"wp-image-49019\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">9.Once completed, a window will appear called &#8220;Data Import Wizard&#8221; as shown below<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"515\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import.png\" alt=\"\" class=\"wp-image-49020\" srcset=\"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import.png 502w, https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import-292x300.png 292w\" sizes=\"auto, (max-width: 502px) 100vw, 502px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">10.Now click on the &#8220;Stage 1: Check Data&#8221; option.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">11.Some &#8220;Information&#8221; windows will appear on the screen, just click on &#8220;Ok&#8221; when they do<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.Now the window Should look like the following<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"515\" src=\"http:\/\/vger2.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import-tick.png\" alt=\"\" class=\"wp-image-49021\" srcset=\"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import-tick.png 502w, https:\/\/vger.datos.co.uk\/Clientknowledgebase\/wp-content\/uploads\/2023\/06\/wizard-data-import-tick-292x300.png 292w\" sizes=\"auto, (max-width: 502px) 100vw, 502px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">13.Now repeat the same steps for &#8220;Stage 2: Import Data&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">14. Both Icons should now appear with ticks on them<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15.<strong>Now any changes to the Nominal Ledger should now be updated<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2. Select the &#8216;Import Data&#8217; tab-&gt;Then click on the &#8220;Import General&#8221; tab 3. Enter in your Admin or Supervisor Password in the Password field 4.Click on &#8220;Nominal Ledger&#8221; option 5.This will load the &#8220;Nominal Ledger Import Wizard&#8221; 6.Click on &#8216;Browse File to Import&#8217; and choose the location to which you want to import from. (Ensure [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"class_list":["post-49014","post","type-post","status-publish","format-standard","hentry","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/49014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=49014"}],"version-history":[{"count":4,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/49014\/revisions"}],"predecessor-version":[{"id":49025,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/49014\/revisions\/49025"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=49014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=49014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=49014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}