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Forum Post: RE: Importing Customer List into New Company

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Hi P SDARR, You indicated there are errors on GL Account field, it seems account listed in the import file does not exist -this field is required. Account number listed in .CSV file must exist in the new company before customer record can be imported. Instead of editing existing .CSV file, it maybe easier to create one customer in the new company, then export it into .CSV. From here you can either: Compare columns in each column to make sure you have same data especially GL Sales account column between OLD and new .CSV file, edit as needed  -OR- Copy data in each Columns separately from  OLD to New .CSV file. For list of data fields that can be imported, see Article 46344 " What fields are required to import Customer List?" I hope this helps.

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