How to Import Department Codes to Your Account (CSV Import Only)
Aug 14, 2023
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- Export your department names and codes from your accounts package. Make sure the exported file is in .CSV format and that the first row of the file includes column headers for your department name and code.
- Click the gear icon on the top right corner of the page and select "Company Settings" from the list.
- Select "Department Management" from the menu on the left of the page.
- Click "IMPORT DEPARTMENTS" on the bottom-right of the page.
- Click "Select CSV File" at the top of the pop-up window that appears.
- Map the column headers from your .CSV file to the correct fields in the import tool.
- The "Code" field should match your department code.
- The "Description" field should match your department name.
- Click "IMPORT (#DEPARTMENTS)" button. Keep in mind that, depending on the size of the file you're importing, it may take a couple of minutes to complete the process.
- Once the process completes you'll be able to see the imported departments in your account.
