The columns ACS Realm expects
This is the column layout the ACS File Converter writes for ACS Realm transaction imports. ACS does not publish an official field list for this import, and our Realm support is still an early version that we are refining, so check the result against your own import template.
| Column | What goes in it |
|---|---|
| TransactionID | A unique number for each charge |
| Core Account | The account code from your Realm chart of accounts |
| Comment | Memo or notes |
| Transaction Date | MM/DD/YYYY |
| Transaction Description | Merchant or description |
| Transaction Type | For example Credit Card Charge |
| Payee | Optional payee name |
| Reference Number | Optional reference |
| Amount | Charges as positive numbers, two decimals |
| Fund | Fund code, if you use funds |
| Department | Department code, if you use departments |
Because card and expense exports rarely look like this, ACS File Converter lets you map your own columns onto these fields and writes the file in this order.
How to import the CSV into ACS Realm
- Add a Core Account for the offset. In your chart of accounts, under Current Liabilities, add a Core Account and set its Account Type to Credit Card.
- Start a new import. Go to Transactions › General Ledger › Import and click Add New Import. Name the template, then choose Import from File.
- General settings. Select Import File has a header. Leave Field Values Instead of Field Names unselected.
- Match settings. Set Match by Account, Match by Transaction Type and Match by Project to Code.
- Transactions settings. Check Offset all entries to a single account and choose the Core Account from step 1. Select Use the Amount field to determine debit or credit.
- Map the fields. Match each Realm field to your column of the same name, and set a default Transaction Type such as Credit Card Charge. Click Next, review for errors, then click Finish.
Next time, go to Transactions › General Ledger › Import, choose your saved template, add the new file and click Next through to Finish. Then post the imported charges.
If Realm shows errors, click the ellipsis on the row and choose Edit. For many errors it is quicker to fix your file and upload it again. Account codes must match the codes in your Realm chart of accounts.
Common questions
What columns does the ACS Realm transaction import use?
Eleven columns, in this order: TransactionID, Core Account, Comment, Transaction Date, Transaction Description, Transaction Type, Payee, Reference Number, Amount, Fund and Department. Every column is written to the file; unused ones are left blank.
What date format does ACS Realm expect?
Dates written MM/DD/YYYY, for example 11/02/2026.
How should amounts be written?
As plain numbers with two decimals, with no dollar signs or thousands commas. Keep charges as positive numbers; Realm works out debit or credit from the Amount field when that option is selected.
Can I set a default value for a field?
Yes. In the mapping step, Realm lets you set a default value for a field, which is handy when every row shares one value, such as a Transaction Type of Credit Card Charge.
Having trouble with an error message? See fixing ACS import errors.
Convert a CSV for ACS Realm
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