Key Prime

This help article shows you how to obtain and format the manual upload file for a Key Prime job.


  1. How to run the report required for the manual upload
  2. How to format the report for importing

NOTE: Please note that not everyone has Key Prime on their computer. You will only be able to restore back up and run reports if you have the programme on your computer or have access to a computer that has it. See below list of offices/people with access. Alternatively you could send instructions to your client and ask them to send you the report.


  • Forfar - everyone in Forfar has access as it is on a local computer
  • Inverurie - ?

  1. How to run the nominal ledger report

Select: Nominal (second banner at top), Tick "Include Control Accounts" (bottom), Tick "Include Enterprises" (if client uses enterprises), Double click "Transactions" (right hand side).

Criteria: Date From - the period of accounts you are doing, Tick following boxes - Landscape Print, Show VAT Detail, Show Description, Show Item Quantity, Include System Generated Transactions

Export to Excel: Select yellow folder (top left), select csv and save in an appropriate folder on your computer. Suggested name "TEST001 2022 manual import file".

Open the document from the location saved and select "Save as" and save the document again as an excel file. Saving as a csv file initially removes the formatting so it is in an appropriate format for importing however you then need to save as excel so that we can edit the file.


  1. How to format the report for importing (see video here - 5min)

-Scroll to bottom of worksheet and re align columns

-Scroll to top of worksheet and insert a new row

-Highlight from column “No.” until the nominal code, drag up to type and drag over to align it with the relevant columns.

-Check headings are correct

-Insert heading names for “Nominal code” and “Nominal name”

-Delete columns to the left of “Nominal code”

-Delete 3 columns between “Nominal code” and “Nominal name”

-Delete any other columns not required

-Amend VAT amount and VAT code columns

-Confirm nominal ledger balances

-Correct the debits and credits (do the same for “Item Qty” column)

-Remove “@” from the control account codes (Use find and replace)

-Ready for importing to SF (you should not need to code up with SF codes as KeyPrime has its own codes just like xero, sage etc)



NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.