If you are importing several hundred GL Accounts using the Chart of Accounts Integration, what would be the standard recommendation on how to distribute values in the Group Level field? The current help text seems fairly generic and not specific to the Chart of Accounts Integration:
What I have found is that if you specify the same value for all group levels, then a single batch of records will essentially flow from IntegrateChartOfAccounts → ProcessChartOfAccountsGroup → CreateChartOfAccounts and the whole batch of records associated with that group level will get processed in a single call of CreateChartOfAccounts. If a record early on in the batch fails to insert with a duplicate key error, the whole batch associated with that group level fails process ends and no further records get processed.
Could setting the Group Level values more strategically avoid this?
Each top-level GL Account (i.e., account with no parent) can be treated as a separate group level in the hierarchy.
For example, consider the following structure:
GL Account 1000
GL Account 1100
GL Accounts 1101, 1102
GL Account 1200
GL Account 2000
GL Account 2100
GL Accounts 2101, 2102
In this case, we recommend treating GL Account 1000 and all of its subaccounts as Group Level 1, and GL Account 2000 and its subaccounts as Group Level 2.
This separation ensures that if there’s an issue with one of the accounts under 1000, it won’t block the integration of accounts under 2000 or beyond. Each group can be processed independently.
Important: This approach assumes that Row Numbers are correctly sequenced. A parent account should always have a lower Row Number than its children, to ensure the parent is integrated first.
Here’s how the Row Numbers and Group Levels would look:
