Populate Template

Using the Import Requirements below, populate the fields on the Excel import template. This may be manually updated or copied and pasted from another application or Excel file.

Account numbers must not contain leading spaces to be imported correctly. An apostrophe (‘) is placed in front of the account number on the Excel import template to maintain non-numeric account numbers. Example: ‘001001.

Save the JE import template file. This template file must be saved as a .CSV file