Skip to main content

📥 Easy Chart of Accounts Import in VinAR-ERP

When you create a new company in VinAR-ERP, a default Chart of Accounts (COA) is generated. However, if you have a custom COA, you can import it using the Chart of Accounts Importer instead of manually setting it up.

🔹 ⚠ Important: Importing a COA will overwrite any existing accounts for that company. Ensure there are no existing transactions before proceeding to avoid errors.

📌 How to Import Your Chart of Accounts

1️⃣ Access the Importer

➡ Home > Getting Started > Chart of Accounts Importer

2️⃣ Download the COA Template

📥 Click "Download Template" to get a structured file for data entry.
📌 Choose a file format (CSV or Excel).
📌 Select a template type:

  • Sample Template (pre-filled with example data for guidance).
  • Blank Template (for a fresh start).
3️⃣ Fill in the Template

🔹 Enter your account details based on the provided format.
🔹 Make sure to include essential account types:

  • Cost of Goods Sold
  • Depreciation
  • Fixed Asset
  • Payable & Receivable
  • Stock Adjustment
    🔹 Assign Root Types as either Asset, Liability, Income, Expense, or Equity.
4️⃣ Upload & Import

📤 Click "Attach" and upload the completed file.
👀 Review the Chart Preview to ensure all data is correct.
✔ Click "Import" to finalize the process.

5️⃣ Verify Your Import

Go to Chart of Accounts to confirm that all accounts have been successfully created for your company.

✅ Done! You’ve successfully imported your custom Chart of Accounts into VinAR-ERP. 🚀

Back to top