Understand Ledger Import and Export Behavior

Move journal-entry data into or out of SPRK from the Ledger page, including template downloads, preview checks, account resolution, and current posting behavior.

Purpose

Use this article when you need to import journal-entry activity into SPRK or export journal-entry data for review outside the app.

Prerequisites

  • An active company is selected.
  • For imports, you have a source file in .csv or .xlsx format that matches the ledger workflow you intend to use.
  • You understand which existing accounts should receive imported lines.

Steps

  1. Open Ledger.
  2. Choose the action that matches your goal:
  • Export to download the currently filtered journal-entry data.
  • Import to upload a file.
  • Import menu then Download Template if you want a starter format before preparing your file.
  1. For exports, review your current filters first because the export uses the rows visible in the ledger view.
  2. For imports, select your file and review the preview modal before confirming.
  3. If SPRK detects missing account labels during import, resolve them before final confirmation.
  4. Confirm the import only after you have reviewed the preview totals, dates, descriptions, and accounts.
  5. After import completes, refresh the ledger if needed and review the newly created entries.

Expected Result

You can move journal-entry data in or out of the product with the current supported tools. Current general ledger impact as of 2026-05-02:

  • Export creates a download file only. It does not create, edit, or reverse any ledger entries.
  • A confirmed ledger import posts one new journal entry for each resolved imported entry.
  • Import can create new accounts during account-resolution steps before the journal entries are posted, but those account creations do not affect balances on their own.
  • Import is blocked when the file has validation errors, no usable journal lines, or unresolved account labels.

Common Mistakes

  • Assuming export includes every journal entry in the company even when the ledger view is filtered.
  • Confirming import before reviewing missing-account warnings.
  • Preparing import files with account labels that do not match available accounts or the chosen resolution mapping.

Info

  • App sections: ledger
  • Last validated: 2026-05-02
  • Screenshot status: not-started