Account import

The Younium Account Import Tool allows users to efficiently create or update multiple accounts in bulk using CSV files.

Accessing the Import Tool

To access the Account Import feature, navigate to:
Accounts > Three-dot menu (upper right corner) > Import Account

Import Process Overview

The account import process consists of two main steps:

Step 1: Configure Import

Upload File
The tool accepts CSV files for import.

Set Format Preferences

• Decimal separators:
  • Comma (xx,xx)
  • Period (xx.xx)
• Date formats:
  • YYYY-MM-DD
  • MM/DD/YYYY

Select Import Type

• Import – Creates new accounts.
• Upsert – Creates new accounts and updates existing ones within the same import.
• Update – Updates existing accounts only.

Step 2: Map Fields

• Select an account key (not required for "Import" type)
• Match the column headers in your CSV file to the corresponding Younium fields.

Once mapping is complete, start the import process.

Account Key

When updating accounts, an account key must be used to identify and update the correct record. The key must be an existing field in Younium, with Account Number being the most commonly used option due to its uniqueness.

Field Mapping

On the Field Mapping page, the columns from your uploaded file appear on the left, and you will map them to the corresponding Younium fields on the right.

Younium fields support different data types:

• Text – Names, descriptions, and other alphanumeric entries.
• Number – Numerical values.
• List – Predefined selectable options.
• Checkbox – Binary selections such as "TRUE/FALSE."
• Date – Date values in supported formats.

Accurate mapping ensures a smooth import process and prevents errors.

Advanced Field Mapping

Some Younium fields allow multiple source value formats. You must specify which format you are using in the import.

For example, the Payment Term field supports three possible source values, which can be found under:
Settings > Accounts Receivable > Payment Settings > Payment Terms

The available formats are:

• Name
• Days
• Description

It is important to use only one of these formats consistently in your file. For example, if you map a column called Payment Term (Days) where values represent the number of days, it must be mapped to Payment Term (Days) in Younium. You cannot mix formats, such as mapping a "Days" column to the "Payment Term (Description)" field.

Importing Addresses

When importing multiple addresses for an account, you can specify different types:

• Invoice Address
• Delivery Address
• Other Addresses (automatically assigned if not explicitly defined)

Mapping Address Fields

To correctly map address-related fields, specify the address type in the Younium mapping.

• If importing an invoice address, select Invoice Address during mapping.
• A secondary field will appear where you can map details such as Street, Zip Code, and City.

Country Field Mapping

The country field is treated as a lookup field. When mapping, you must specify how the country data in your file corresponds to Younium’s format. Accepted formats include:

• Full country name
• Three-letter alpha code
• Two-letter alpha code

Updating Addresses

You can only update existing invoice or delivery addresses using the import tool.

• If an account already has an invoice or delivery address, the tool will update the existing record.
• If an invoice address does not exist, the system will create one.

However, updates to "Other Addresses" are not supported and must be managed manually in Younium.

Account field description

Account details

Account invoice settings

Account order settings

Account addresses

Standard template

You can find the standard account template at the bottom of this article.

• Standard Account Template.csv1 KB