If we want to do the CSV import into the target account, we need to check some of the following
- Make the values in the columns ‘Inactive’ and ‘Summary’ as ‘FALSE’ (If an account is Inactive, then the child accounts are not imported into the target account and it will create an error while the import process is running. It is also applicable to the ‘Summary’ column).
- Manually replace inactive and summary accounts after completing the import process to the new instance.
- Make sure that ‘Currency Name’ is the same for the target account and the import being created or else it will cause an error due to the mismatch of the currency name.
- If the purpose of the CSV import is to create a record, and the same record already exists, an error may occur. so avoid such situations before the CSV import. Make the Internal Ids are unique.