Importing Manual Journals into Wafeq

English Template (1).pngEntering a large number of manual journals one by one can be exhausting, especially if you're just getting started with Wafeq or migrating your data from another system.

To save time and avoid errors, you can import all entries at once from an Excel or CSV file.

This guide walks you through the process step by step, showing you how to import manual journals into your Wafeq account.

 

How to Import manual journals into Your Account?

Click on “For Accountant” from the main menu, then select “Manual Journals”, and click the “Import” button.

 
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To ensure a smooth and error-free import, you should follow Wafeq’s import template and fill in all the data accordingly, so Click "Download a Template" in either Excel or CSV format, depending on your preference.

 

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The template is downloaded automatically, and you can either fill in the data directly or adjust your existing file to match the format, structure, and required fields of the template.

 

Note that there are some instructional rows designed to guide you on the type of data to enter. Review them carefully, follow the notes provided, and make sure to delete these rows before importing.

 
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Once your file is ready and you've clicked the Import button, click to upload or drag the file into the designated area, then click Next.

 
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To match your file data with the fields in Wafeq:

  • The left column: "Column name in Wafeq" which shows the fields available in Wafeq. To enable importing a specific field, click the button next to it.
  • The right column: "Column name in your file" which displays the column headers from your Excel or CSV file. From each dropdown, select the column that matches the corresponding Wafeq field. Each Wafeq field will be mapped to its matching column in your file.

 

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Once the mapping is complete, the imported data will appear on the right side of the screen.
Review the entries, make any necessary edits, then click “Save” to finalize the import.

 
Mandatory fields must be enabled and imported, while optional fields can be selected based on what you need to include.

 

If certain optional fields apply to only some of your Manual Journals, it's recommended to enable them. The system will recognize and import these fields where available, while leaving them blank for other Journals and this will not affect the accuracy of your data.

 

Make sure the data in your file matches the exact format used in the system.
To ensure successful import, you need to follow Wafeq’s field structure and naming conventions precisely.

 

The imported Journals will appear in your assets list immediately after saving. You can click on any manual journal to view or edit it, just like manual journals that were added manually through the system.

 
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