> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Accounts

> Bulk-import chart of accounts entries from a CSV file into the Finance & Revenue core.

The Import Accounts page allows administrators to bulk-load general ledger accounts via CSV upload. It is accessible at route `/fa/accounts/import`.

## Overview

The page wraps the `CoAImport` component inside a `RequirePermission` gate for `fa.accounts.admin`. The `PageHeader` displays the title "Import Accounts" and a description. All upload and validation logic is encapsulated in the `CoAImport` component.

**Component:** `CoAImport`

**Permission gate (page level):** `fa.accounts.admin`

## Who it's for

Permission required: `fa.accounts.admin` (enforced both at route level in `fa.tsx` and within the page component).

## Before you start

* Download or prepare a CSV file in the format expected by `CoAImport`.
* Confirm that the target accounts do not already exist in the chart of accounts to avoid duplicates.

## Steps

1. Navigate to `/fa/accounts/import`.
2. Use the `CoAImport` component to upload or drag-and-drop your CSV file.
3. Follow any on-screen validation prompts.
4. Confirm the import to create the accounts.

<Warning>
  SME: The exact CSV column headers and validation rules are encapsulated in `CoAImport` and its supporting components. Confirm these with your implementation team before providing instructions to users.
</Warning>

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/CoAImportPage.tsx
  * src/cores/fa/components/CoAImport.tsx
</Accordion>