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Import Journal entries via CSV

in Ask A Guru 3 comments

Hi All

I want to import a journal entry via CSV upload which I have done many times before in my prior roles. However I am encountering this issue that surely has a workaround but I am unable to figure it out even after watching multiple YouTube vdos. So I am hoping I can find some help here.

Method 1 – Current process:


Set up –> Import/Export –> Import CSV records, it takes me to this screen where I can upload a CSV, map the fields the way I want it and then save a copy of that template. Next time if I want to upload a similar template, I need to go to Set up –> Import/Export –> Saved CSV imports –> find my template from the 100s of templates (or bookmark it) and use that template to upload a new JE without having to map everything again.

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