Loading Chart of Accounts Mapping

  1. Open the Chart of Accounts Localization tab.
  2. In the Select Localization picklist select your localization.
  3. Click Load Mapping.
  4. A list of mappings is displayed.
  5. Click Load.
Note: All one-to-one mappings are created. You must manually configure those mappings that are not one-to-one, such as the mapping of tax on sales and services.

Datastream

In order to make it easier for you to set up your org, the following chart of accounts mappings templates can be imported using Datastream:

To use this functionality you must download the Chart of Accounts and Mappings Templates ZIP folder from Community, and have Datastream installed and configured. For more information, see FinancialForce Datastream in Community.