Goal:
how to import account codes and link them to locations and departments by csv template
The following article pertains to our newest version Budgets. See this article for how to identify which version of budgets your domain is currently using.
Steps:
The following steps can only be completed by a superuser or a user with customized access to Import Data Settings.
Download the template by going to Settings -> Import Data
Under Chart of Accounts and Budget Categories, click the Download template file next to Link Account Codes to Organizational Categories
Fill in the CSV import template.
If this is your first time linking:
Fill out the following required fields
Account code. Use **ALL** for to select all active account codes.
Location Name. Use **ALL** for all active locations
Department Name. Use **ALL** for all active departments at the location
Leave the "Action on Duplicate" column empty for first time filling
To update linking:
Leave the Action on Duplicate column blank and fill in the row account code and departments as applicable.
You can use the keyword **ALL** in columns A, B, and C to assign all Account Codes to all Locations and Departments.
To delete Linking:
Fill out location, department, and Account Code Fields
Use the keyword UNLINK in the Action on Duplicate column
To import .csv file:
Download the template by going to Settings -> Import Data
Under Chart of Accounts and Budget Categories, click Import CSV File
Additional Information:
The **ALL** keyword needs to include double asterisks on both ends to be accepted in the import.