# Importing your Existing Adjustments

To import your existing adjustments, you should import them in as a group of adjustments. To individually create adjustments, see Creating Adjustments.

# Preparing your import file

  1. Click the dropdown button on the Create Adjustment button and click on Import Adjustments.

  2. Click Download Template File. This will download a template file which can be completed and uploaded to upload a group of adjustments.

  3. Fill in the column cells. See the detailed explanation of each column header in the Creating Adjustments page. You can optionally add additional column headers to input custom data.

  4. Once complete, save the template file as a plain .csv format file

  5. Select and submit the file. A progress bar displays the current progress during the import process.

  6. If there is an issue with the file, no adjustments will be created and the issue(s) with the file will be displayed. Reupload the file with these issues fixed if necessary.

# Reconciling with your Manual Calculations

It’s important to check that the starting reports from EasyAccrue match your original manual adjustment calculations. To do this, view the relevant period and then Export the period's data. Ensure the total adjustment amounts match your original figures. Any differences will need to be corrected within EasyAccrue.