{"id":70804,"date":"2025-11-13T09:53:43","date_gmt":"2025-11-13T08:53:43","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-prepare-my-chart-of-accounts-file-for-import-into-churchtools\/"},"modified":"2026-07-03T13:04:19","modified_gmt":"2026-07-03T12:04:19","password":"","slug":"how-to-prepare-my-chart-of-accounts-file-for-import-into-churchtools","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-and-export-finances-en\/how-to-prepare-my-chart-of-accounts-file-for-import-into-churchtools\/","title":{"rendered":"How to prepare my chart of accounts file for import into ChurchTools?"},"content":{"rendered":"\n

To obtain a chart of accounts file in a format that ChurchTools can read, you can download an import template<\/em> from ChurchTools Finances, which you can use as a basis for importing your data.<\/p>\n\n\n\n

1. Download the account import template<\/h2>\n\n\n\n

In ChurchTools, navigate to the Finances module<\/em>. Open Accounts<\/em> (2) in Master Data<\/em> (1). From the context menu<\/em> (3), select Import Accounts from CSV File<\/em> (4). <\/p>\n\n\n\n

\"Screenshot<\/a><\/figure>\n\n\n\n

Here, you can download an import template<\/em> (5) that is tailored to the general master data that has already been created.<\/p>\n\n\n\n

\"Screenshot<\/a><\/figure>\n\n\n\n

2. Customize the account import template<\/h2>\n\n\n\n

Copy all the data from your export file, paste it into the account import template, and customize it to suit your needs.<\/p>\n\n\n\n