Importing ASO Accounting Codes

You can import changes to ASO accounting codes to reduce the amount of manual work required.

Note: This import template is available to service providers, worksite managers, and worksite trusted advisors.

To upload and import ASO accounting codes, do the following:

1.

Select Client.

2.

From the Client|Change menu, select ASO Accounting Codes.

3.

On the ASO Accounting Codes form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Inquiry Only.)

The ASO Accounting Codes import template option and its tabs/fields automatically display when you access this template directly from the ASO Accounting Codes form.

Note: You can also navigate directly to the Data Import Tool by clicking (Back Office), then select Data Import Tool on the Operations|Import Processing menu. In the Data Import Tool form, select the ASO Accounting Codes import template option.

When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)

The layout requirements are:

Field	Description
Column Number	The corresponding column number for the imported data.
Category Description	• Company ID (required): Unique identifier for the client. • Account (required): The account code number. • Account Name (required): The name of the account. • Prefix/Suffix Allowed: Indicates if the client uses a prefix or suffix in addition to the core account number.
Required?	Indicates if the field is required.