📪Importing Chart of Accounts and list of vendors to Pemo for offline integrations

Pemo offers the ability to add your chart of accounts and list of suppliers in the Pemo app. This feature allows you to easily map expenses and invoices to the correct accounts and suppliers. By doing so, when exporting the data to your accounting software, it will be accurately mapped without any need for manual adjustments. This helps save time and ensures the integrity of the data transferred to your accounting software.

The chart of accounts and list of suppliers can be added to Pemo either manually or by importing the list from your organization's accounting software as a CSV file.

Adding Accounts and Suppliers to Pemo

Here's how to add your Chart of Accounts and list of suppliers in Pemo:

1. Log in to your Pemo account and go to the Settings tab, then go to "Accounting"

2. Click on the "Edit" button next to either "Accounts" or "Suppliers".

3. Then you can start entering lines manually or select a CSV file containing a list of the accounts or suppliers from your computer.

4. Pemo will then import the list from the CSV file to your account

5. You can review the imported lines and confirm

Format of the CSV file

For importing a chart of accounts, your CSV file must contain only two columns with the following headers: "id" and "name" respectively.

For importing a list of vendors, your CSV file must contain only two columns with the following headers: "id" and "name" respectively.

The CSV separator must be a comma; the semi-column separator is not accepted. Or in other words, your CSV file must be UTF-8.

Importing your Chart of Accounts and list of suppliers in Pemo can help you stay organized and ensure accuracy in your accounting. It also eliminates the need to enter this information into Pemo manually.

If you need assistance or have questions about importing your Chart of Accounts or list of suppliers in Pemo, our support team is always available to help.

Here you can find videos that show how to import the accounts and suppliers based on your accounting software: