Mapping Import and Export Accounts

You use the Accounts tab to map accounts between entities. After you define the accounts dimension, to ensure that data is imported or exported to the correct account you must map accounts between the target and source entities.

  To map accounts:

  1. Open a map.

    See Managing Maps.

  2. Select Accounts.

  3. Map accounts:

    1. In To, select the destination account.

    2. In From, select a source account.

    3. Click Add.

    4. Repeat for all imported or exported accounts.