Importing New Records - Chart Layouts
Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
Chart_Layout_Title Yes Text "Balance Sheet" Chart_Layout_Title must have the same Is_Public, Owner_Username, and Owner_UserId for all rows. A different Chart_Layout_Title indicates a separate chart layout being imported.
Is_Public Yes Datasource Data "Yes", "No"
Owner_Username No, if Owner_UserId is specified Lookup "abc@school.org"
Owner_UserId No, if Owner_Username is specified Identifier "123" The User must have the FinanceGL Full role.
Item_Caption Yes Text "Assets"
Parent_Item_Caption Yes for child items that appear under an Item_Caption on a different row Text "Assets" If left blank, the current item is a top level item for the chart layout. Chart layouts can only be 10 item levels deep.
Item_Order No Integer 1 Integers only. Determines the order the item appears within its parent. The numbers do not need to be sequential. If left blank, the order the item appears in the import file determines the item order.
Is_Header_Bolded No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Header_Italic No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Header_Underlined No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Page_Break_Before No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Page_Break_After No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Footer_Bolded No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Footer_Italic No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Is_Footer_Underlined No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Suppress_Header No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Suppress_Details No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Suppress_Footer No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Show_Debits_Negative No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
YES No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
YES No Datasource Data "Yes", "No" If left blank, the current item inherits the parent's setting.
Account_Number_Like1 No, if a range or comma list is specified. Text "_1___" See the notes at the end.
Account_Number_Range_Start1 No, if like or a comma list is specified. Yes, if a range end is specified. Datasource Data "11000" See the notes at the end. This must match an existing account number.
Account_Number_Range_End1 Yes Datasource Data "11999" See the notes at the end. This must match an existing account number.
Account_Number_Comma_List1 No, if like or a range is specified. Text "11000, 11500, 35791" See the notes at the end. Accounts in the list must match an existing account number. Any spacing before or after the comma is ignored.

Note: Account_Number_Like1, Account_Number_Range_Start1, Account_Number_Range_End1, and Account_Number_Comma_List1 are repeated 4 more times (for a total of 5).  A minimum of 1 account criterion is required for each Item_Caption.  
Note: If more than one Account_Number criteria are specified, then accounts matching any of the criteria are included when generating a report.  Example: Account_Number_Like1 "1%" and Account_Number_Like2 "%2" would include all accounts starting with 1 or end with 2.  Example: Account_Number_Like1 "1%" and Account_Number_Comma_List1 "55555, 77777" would include all accounts starting with 1 and the accounts 55555 and 77777.
Note: For Account_Number_Like columns, use the same wildcards as found in the article: Can Wildcards Be Used When Searching? 

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