Import Your Chart of Accounts

Import your Chart of Accounts into Digits using a CSV file.

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When to Use a CSV Import

If your client’s books were previously managed outside of Digits — for example, in Xero, Puzzle, or a custom spreadsheet — you can import their Chart of Accounts (COA) manually using a CSV file.

The CSV import adds your Chart of Accounts only. It does not import transactions or opening balances.

You can add opening balances later by importing or manually creating journal entries in the Ledger.

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If you’re uploading a CSV manually, follow these steps:

1. Click your firm name in the top left corner to open the dropdown.

2. Click, + Add Client.

3. Choose Start Fresh or Migrate from another platform (e.g., Xero, Puzzle).

4. Select Manual Upload, click Next.

5. Complete the company profile and click Next.

6. Click Download Template.

1. Fill in the following fields for each category:

   • Category Name

   • Category Number

   • Category Type (Income, Expense, Asset, etc.)

2. Save your completed CSV.

3. Click Upload CSV to bring it back into Digits.

4. Review the preview screen.

5. If everything looks good, click Submit to import.

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Filling Out the Template CSV

Category Name	The account or category name.	Any text. This field can’t be blank. Avoid using commas or extra spaces. ✅ Example: Prepayments
Category Number	An optional account number.	Use your firm’s standard numbering system (if applicable). ✅ Example: 11110
Parent Name	Indicates if a category should be nested under another in the Category Manager (your chart of accounts). • Use only for subcategories. • Leave blank for top-level categories like Assets, Liabilities, or Revenue.	This field is optional, but if used, keep in mind: • First-time uploads: The parent must appear in Column 1 (Category Name). Placement in the file doesn’t matter. • Use the exact name of the parent as listed in Column 1. • If the parent already exists in Digits, don’t include it again — doing so may trigger a duplicate name error. ✅ Example:
Type	The category’s financial type.	Must match one of the following exactly: Bank, Credit Card, Assets, Liabilities, Equity, Revenue, Cost of Revenue, Operating Expenses, Other Income, or Other Expenses. ✅ Example: Assets
Status	Active or inactive.	Optional — defaults to Active if left blank. ✅ Example: Active
Description	Optional short description.	Helps your team understand the purpose of the category. ✅ Example: Monthly rent and utilities

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Tips:

• If your firm uses a standardized COA, save it as a master CSV. You can reuse it for future clients to maintain consistency and speed up setup.

• Expand Row 2 in the template for built-in instructions.

• Remove all blank lines before uploading.

• Ensure Category Type matches one of Digits’ accepted types: Assets, Liabilities, Equity, Revenue, Cost of Revenue, Operating Expenses, Other Income, or Other Expenses.

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Review and Adjust Categories

Once your import is complete:

1. From your client’s Dashboard, go to Accounting → Category Manager.

2. Review all categories for accuracy and completeness.

3. Merge, rename, or deactivate categories to align with your firm’s standard structure.

4. Add subcategories for improved organization and reporting.

For more details, see: Category Manager (Chart of Accounts)

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My Client is Already Set Up — How Do I Bulk Import Categories?

The steps above apply when importing a Chart of Accounts during initial client setup.

If you need to upload or modify categories later — for example, to restructure an existing client’s accounts — use Bulk Importing Categories from the Category Manager instead.

See: Bulk Importing Categories

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Frequently Asked Questions

Do I have to use the Digits CSV template?

Yes. All uploads must follow the official Digits CSV template to ensure proper formatting and field recognition.

How should I handle parent and child categories?

• Ensure parent categories are added as a separate row in the CSV file or already exist in your chart of accounts in Digits (i.e., if this is not a first-time category upload) and are correctly named.

• Ensure to leave this field blank if the parent is one of the following top-level categories: Assets, Liabilities, Equity, Revenue, Cost of Revenue, Operating Expenses, Other Income, Other Expenses

What formatting rules should I follow?

• Keep the header row intact — do not rename or delete it.

• Expand Row 2 in the template for built-in field instructions.

• Remove any blank lines at the end of your file before uploading.

• Save the file in .csv format before uploading.

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Need help? Contact support at [email protected]