{"id":70910,"date":"2025-11-03T15:26:41","date_gmt":"2025-11-03T14:26:41","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-import-my-chart-of-accounts-from-optigem\/"},"modified":"2026-07-03T14:07:36","modified_gmt":"2026-07-03T13:07:36","password":"","slug":"how-do-i-import-my-chart-of-accounts-from-optigem","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/how-do-i-import-my-chart-of-accounts-from-optigem\/","title":{"rendered":"How do I import my chart of accounts from Optigem?"},"content":{"rendered":"\n

To sync transaction data from Optigem to ChurchTools, you\u2019ll need to set up your chart of accounts in ChurchTools first. To do this, export your accounts from Optigem, edit the data, and then import them into ChurchTools. Here\u2019s a step-by-step guide on how to do it. <\/p>\n\n

1. Prepare ChurchTools<\/h2>\n\n

1.1 Create Account Groups in Finance<\/h3>\n\n

In the Finance module, you create all the account groups<\/em> you need for your chart of accounts in advance. <\/p>\n\n

To learn how to create account groups and other master data in the Financials module, see the article ” How do I create a chart of accounts?”<\/a><\/p>\n\n