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# How to Import Your Chart Of Accounts Into COUNT

You can import your Chart of Accounts into COUNT using a CSV or Excel file. This is useful when migrating from another accounting system or setting up your workspace for the first time.

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Follow the steps below to complete the import:

From the left-hand menu, click ****Accounting****, then ****Chart of Accounts**** and click the import icon. 
![](https://storage.crisp.chat/users/helpdesk/website/-/f/c/0/5/fc05659887442000/9d1a0e3a-451e-4314-a0c2-7cb05f_txg316.jpg)

2. Upload your file by dragging and dropping a ****CSV or Excel file****, or by clicking ****upload**** to select it from your computer.

Make sure all accounts are in a single file and that the first row contains column headers.  
Click ****Next**** to continue.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/6/91664a6f1f1fe800/13aa5eab-b051-46cc-94c6-a4b0c9_yia00f.png)

****Note:**** The maximum file size allowed is 350KB.

3. Review the column matching. In the file preview, you can view up to 50 rows of your imported file to cross-check the data while mapping columns. Any column that isn’t mapped (showing No match found) won’t be imported.

Once everything looks correct, click ****Next****.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/6/6/b/666b02f29edf2800/e59faa13-fc23-46d5-9077-553959_5mct9v.png)

4. Review the row matching. You’ll see a preview of all accounts that are ready to be imported. Click ****Next**** to start the import. A message will appear indicating that the account import is in progress. This process may take up to 2–3 minutes, please do not navigate away from the page.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/8/e/b/18eb3f0a6a690b00/dec4c600-01f7-4507-b2b7-fd315e_1pq9ptz.png)

****Note:**** Some default accounts are required for COUNT’s automation features and cannot be deactivated.  
Once the import is complete, you’ll see a confirmation message letting you know that your Chart of Accounts has been ****successfully imported****.

| ProTip: Before uploading your file, make sure your account types and sub-types match COUNT’s available options and that there are no duplicate account numbers. This helps prevent import errors and ensures a smoother setup.