Mapping Accounts

After defining accounts dimensions, map accounts between the target and source entities to ensure account data is correctly imported or exported.

  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 the source account.

    3. Click Add.

    4. Repeat for all imported or exported accounts.