Templates

School Accounting System Import Templates

Import specifications and templates in Microsoft® Excel (.xlsx) format are available for download for the respective modules.
Click on the module name to expand the section and view all available templates.

Contact Customer Support at 800.756.0035 ext. 2 with any questions.

Accounts Payable

Import Addresses (for Vendors)
Import Custom Fields (for Vendors)
Import Direct Deposits (for Vendors)
Import Email Addresses (for Vendors)
Import Invoices
Import New Vendors (for Vendors)
Import Purchase Orders
Import Requisitions
Import Tax Information (for Vendors)

Payroll

Import ACA 1095s Covered Individuals (for Employees)
Import Addresses (for Payees)
Import Box 12DD Amounts
Import Contract Information Excluding Amounts (for Employees)
Import Contracts (for Employees)
Import Custom Date Fields (for Employees)
Import Custom Numeric Fields (for Employees)
Import Custom Referenced Fields (for Employees)
Import Custom Text Fields (for Employees)
Import Deduction Expenses (for Employees)
Import Deduction Rates
Import Deductions (for Employees)
Import Deduction/Tax Adjustments
Import Direct Deposits (for Employees)
Import Direct Deposits (for Payees)
Import Email Addresses (for Payees)
Import Emergency Contacts (for Employees)
Import Employee Absences
Import Employee Groups
Import Employee Groups (for Employees)
Import Employment (for Employees)
Import Leaves
Import Leaves (for Employees)
Import Medical Contacts (for Employees)
Import Medical Information (for Employees)
Import Name & Address (for Employees)
Import New Deductions
Import New Employees (for Employees)
Import New Payees (for Payees)
Import Pay Codes
Import Pay Period Entries
Import Staff Position Assignments (for Nebraska Only)
Import Tax Expenses (for Employees)
Import Taxes (for Employees)
Import Time Cards
Import Unit Pay (for Employees)
Import Unit Pay Information Excluding Amounts (for Employees)
Import Wage Expenses (for Employees)
Import Wage Negotiations Information (for Employees)
Import W2 Boxes

General Ledger

Import Addresses (for Received Froms)
Import Balance Sheet Chart of Account Numbers
Import Budgets
Import Cash Receipts
Import Cashed Checks
Import Checks
Import Direct Deposit Banks
Import Email Addresses (for Received Froms)
Import Manual Journal Entries
Import New Received Froms (for Received Froms)
Import Reference Numbers
Import Revenue and Expenditure Chart of Account Numbers

Human Resources

Import Benefit Levels
Import Benefit Types
Import Benefits
Import Benefits (for Employees)
Import Buildings
Import Certificate Types
Import Certificates (for Illinois Employees)
Import Certificates (for Iowa Employees)
Import Certificates (for Kansas Employees)
Import Certificates (for Missouri Employees)
Import Certificates (for Nebraska Employees)
Import Certificates (for North Dakota Employees)
Import Certificates (for Other State Employees)
Import Certificates (for South Dakota Employees)
Import Certificates (for Wyoming Employees)
Import Checklist Tasks
Import Checklists
Import Course Types
Import Courses
Import Demographics (for Employees)
Import Departments
Import Dependents (for Employees)
Import Employer History
Import Endorsement Types
Import Endorsements
Import Evaluation Rating Types
Import Evaluation Ratings
Import Evaluation Types
Import Grade Levels
Import Position Titles
Import Position Types
Import Rooms
Import School Types
Import Schools
Import Sites
Import Training Types
Import Trainings

Accounts Receivable

Import Addresses (for Customers)
Import Email Addresses (for Customers)
Import Invoices
Import New Customers (for Customers)
Import Staff

Fixed Asset Inventory

Import Asset Information (for Assets)
Import Buildings
Import Classes
Import Conditions
Import Custom Reference Fields
Import Custom Reference Fields (for Assets)
Import Custom Text Fields
Import Custom Text Fields (for Assets)
Import Departments
Import Depreciation Accounts (for Assets)
Import Disposal Types
Import Expense Accounts (for Assets)
Import New Assets
Import Owners
Import Rooms
Import Sites
Import Sub Classes
Import Sub Classes Depreciation Accounts

K12Docs

Import Student Records

Census

Import Families
Import Children

Contact Info

Toll Free:	800.756.0035 ext. 2
Local:	605.361.2073 ext. 2
Email:	support@su-inc.com

Office Hours

Monday through Friday
8:00am to 5:00pm CT

*We are closed on major holidays.