How to call "Chart of Accounts Importer" through RPC API?

7

So here below is the solution.

Step 1

Add your file to your site’s “File List”:

curl --location -s \
  -o /dev/shm/upLoadChartOfAccounts.json \
  --request POST "https://mysite.me/api/method/upload_file" \
  --header 'Authorization: token xxxx:yyyy' \
  --header "Accept: application/json" \
  --form "file=@/path/to/file/AccountChartOfAccountsTemplate.csv" \
  --form "is_private=1";

Notes:

  • –location : follow redirects (of Nginx?)
  • -s : suppress progress bar
  • -o : dump response packet to temporary file
  • strings are in double quotes to allow variable expansion in linux shell scripts
  • –form “is_private=1” : specify storing under ./sites/mysite/private/files

Step 2

Tell the importer to use that file for “My Company”:

curl --location -s \
  -o /dev/shm/installChartOfAccounts.json \
  --request POST "https://mysite.me/api/method/erpnext.accounts.doctype.chart_of_accounts_importer.chart_of_accounts_importer.import_coa" \
  --header 'Authorization: token xxxx:yyyy' \
  --header "Accept: application/json" \
  --header "Content-Type: application/json" \
  --data-raw "{
      \"file_name\": \"/private/files/AccountChartOfAccountsTemplate.csv\",
      \"company\": \"My Company\"
  }";

Notes:

  • strings are in double quotes to allow variable expansion in linux shell scripts, so internal double quotes need to be escaped "abc \"def\" ghi"

More notes:

  • You cannot have two account names with the same name (one of them will be quietly forgotten and the other may appear under the wrong parent)
  • You cannot have an account parent that does not exactly match a group account name. (the error message is no help at all if you make that mistake)
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