How Can I Bulk Upload Or Copy Account Names Into A Consolidation Group?

Use case

You want to bulk create subaccounts in a consolidation group instead of adding them one by one—typically when setting up a custom chart of accounts for consolidation.

This can be done by copying account names from Excel or Google Sheets and pasting them directly into LiveFlow.

Before you start

Make sure:

• All account names you want to add are listed in a single column in Excel or Google Sheets

• Your consolidation group already exists (or you’re ready to create one)

• The relevant entities are connected to the group

Step-by-step: Bulk upload account names into consolidation

1. Head to the LiveFlow web app at app.liveflow.io

2. Navigate to Consolidation

3. Open an existing consolidation group or click Create New Group

   1. Make sure your group is set up by adding the entities you want to consolidate

4. Navigate to your Excel or Google Sheet where your account names are listed in a single column

5. Highlight the account names you want to include as subaccounts (for example, accounts under Income)

6. Copy the list using Ctrl + C (or Cmd + C)

7. Navigate back to Consolidation and your consolidation layout (for example, Profit & Loss → Income)

8. Next to Income, click the + icon to add a subaccount

9. Paste the copied list using Ctrl + V (or Cmd + V)

LiveFlow will automatically create each pasted line as its own subaccount.

Where you can use this

You can bulk upload subaccounts for:

• Profit and Loss sections

• Balance Sheet sections

• Cash Flow Statement sections

Once the accounts are added, you can proceed with your account mappings as usual.

Summary

Bulk uploading account names is the fastest way to build out a consolidation chart of accounts. As long as your accounts are copied from a single column, LiveFlow will create them all at once when pasted into a consolidation group.

If you’re setting up a large or complex consolidation, this method can save significant time.