Did You Know you can import accounting units in bulk?
We have added a bulk import tool for accounting units. Now, front-end admins can add a list of accounting units all at once, including user and user group assignments.
The new bulk import tool includes a template that admin users can download, add the accounting unit information they want to import, then upload to import the list into the system.
Required fields are Name and State. Optional fields are:
- Process Level
- Department Code
- Company Description
- Company Code
- Address Lines 1 and 2
- City, Zipcode, and Country
- User Groups
- Users
Benefits to the Client
- Save time updating your portal with a new bulk import tool for accounting units.
- Add user and user group assignments in the load sheet instead of assigning users and user groups one at a time.
- Update accounting units in bulk.
How It Works
Users with front-end admin access can import accounting units in bulk by doing the following:
- On the front-end, go to Admin / Setup / Accounting Units.
- In the upper-right corner of the page, click the Import button.
- Click Download Template to download a blank copy of the load sheet.
- Fill in the the Name and State fields for each accounting unit you want to add.
- Fill in any additional fields you want to populate.
- For the user and/or user group fields, make sure to separate each item in the field with a comma.
- Use the Select Files button (or drag and drop) to upload your file to the system.
If you have any questions or need support, contact our support team at support@propago.com.
Find all of our Did You Knows here: Knowledge Library
