Setting up your Chart of Accounts (COA) in Tyms is simple with the import feature. This step-by-step process helps you efficiently import your Chart of Accounts, ensuring all fields are mapped correctly for smooth integration in Tyms.

Importing your COA on Tyms

1. Click the “New” button and select “Import Accounts.”
2. Download the provided spreadsheet template to ensure your data follows the correct format.
3. Open the template, and enter your data accurately according to the column headers and required fields.
4. Save the completed template as a CSV or Excel file, then return to Tyms and upload it.
5. Tyms will auto-detect the best matches for each field. Check that all required fields (marked with a red asterisk *) are mapped correctly, making adjustments if needed.
6. Preview the mapped data to confirm everything is aligned. If needed, click “Prev” to adjust the mappings.
7. Once satisfied with the mappings, click “Upload” to finalize the import.