Goal:
- [Jan 2023 - Natalia] created placeholder as per education request
- [Jan 2023 - Arthur] article published
- how to import account codes and link them to locations and departments by csv template
Steps:
-
Download the template by going to Settings -> Import Data
- Under Chart of Accounts and Spend 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 Spend Categories, click Import CSV File
Additional Information:
- The **ALL** keyword needs to include double asterisks on both ends to be accepted in the import.