Import Cost Centres and Departments

Matt Jennings Updated by Matt Jennings

We have added support to import cost centres and departments against a company. To do this navigate in the desktop version to Company>Maintain details and select the company you wish to import against and select modify.

Next select either the cost centre or department tab and select Import.

If any codes already exist, whatever you import will replace them, so you must ensure you always import the full list. You will be presented with a message explaining this; click Yes to continue

Next, select the file and click OK to import

Click Yes on the confirmation message to finalise

and click OK on the success message

If you wish to add on new departments or cost centres onto the current list, you can export the current list in the import format by clicking the export button:

The format of the import for departments is a .csv simply with the department number and the description. The file has no headers. An example is:

02,Sales
03,Ambient Fork Lift Trucks
05,Shunters
07,Operations Support
09,Merchandising
13,Print Room

The format of the import for cost centres is a .csv simply with the cost centre number, the description and the nominal code (optional). The file has no headers. An example is:

002,Sales,123
003,Warehouse,234
005,Transport,345
007,Operations Support,567

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