Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.
| Field Name | Required Field? | Field Data Instructions | Sample Data |
| BANK CODE | Required | Three digit code | 100 |
| NAME | Required | Up to 3o alphanumeric characters | Wells Fargo |
| LAST CHECK# | Enter last check number | 177478 | |
| LAST ACH CHECK | Enter last ACH check number | 23456789014 | |
| CASH GL ACCOUNT | Required | Existing GL Account linked to this bank | 101-00 |
| ACCOUNT BALANCE | Enter account balance | 2005.25 | |
| ACTIVE? | Required | Enter Y or N | Y |