Vital GL
How do I import accounts?

Note: If you need to change the grade type, please go to [Maintenance] > [Account information] > [Account] to change the settings before importing, or the system will fail to import. 

1. Go to [Maintenance] > [Account information] > [Account] and select [Excel Import] on the right. 


2. Next, please download the sample file. 


3. Fill in instructions: 
*To avoid import failure, do not delete the heading. 
(1) A~E columns: Please enter Code (required field), Account name (required field) in Traditional Chinese, Simplified Chinese, English, and Japanese. 
 

(2) F~J columns: All are required fields. Please pay attention to the instructions in the red box when filling in. 


(3) K~P columns: Please pay attention to the instructions in the red box when filling in. The fields may be left blank if there's no need for the settings
*Commonly used abstracts can be filled under the K column.


4. Once the file is confirmed, return to the system to upload file.


 

Go to [Maintenance] > [Account information] > [Account] and select [Excel Import] on the right. Please refer to FAQ.
https://faq.vitalyun.com/EN/Finance#2788