You can import data for your Departments, Categories, Projects and Users if you have access to a CSV data file.

The maximum record import for each of the admin sections is as follows:

Users: 1000 records
Categories: 500 records
Departments: 500 records
Projects: 1000 records

Import data to populate the following fields in each area. Create a CSV file containing the required columns:  

Departments

  • Department Name
  • Reference (optional but recommended)

Categories

  • Category Name
  • Description (optional)
  • Reference (optional but recommended)

Projects

  • Project Name
  • Description (optional)
  • Reference (optional but recommended)
  • Billable (Yes or No required)

Users

  • First Name
  • Last Name
  • Email Address
  • Reference (Optional)
  • Department Name
  • Statement Identifier 

Import a CSV Data File

  1. Navigate to the relevant area in Admin e.g. Departments, Categories, Projects or Users and click the Import button. 
  • You will be presented with the Import box for the designated area.

2. Click Browse. Find and select the CSV file. 

Please note: The only supported import format is CSV.

3. Change the File Contains Header Row drop-down to Yes or No as desired.

  • You will see a preview of your imported data. 

4. Once you are happy, click Import to add the data to your account.

Related articles

Edit user details, permissions and settings
Edit categories
Edit a project
Set up your departments

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