Cost Centers Import

The cost centers import allows you to import multiple cost centers into the system simultaneously. This is particularly useful during initial setup or organizational restructuring.

info

Data import is only available with a paid subscription.

Access

Navigate to General → Data → Imports and select "Cost Centers" as the import type.

Excel Template

The cost centers import template contains the following fields:

Required Fields

• Name - The name of the cost center (required field)
• Cost Center Number - The unique number of the cost center (required field)

Important Notes

• Check before import whether cost centers already exist
• Duplicate cost center numbers will cause an import error
• The import will be cancelled if duplicates are found

Avoid Duplicates

Format Requirements

• Name: Maximum 100 characters
• Cost Center Number: Numeric or alphanumeric, maximum 20 characters
• No special characters: Avoid special characters like @, #, $ in the name
• Uniqueness: Each cost center number may only appear once

Import Process

1. Download Template

   • Download the cost centers template
   • The template contains sample data for guidance

2. Enter Data

   • Enter name and cost center number in separate columns
   • One cost center per row

3. Upload File

   • Upload the file

Sample Data

Name	Cost Center Number
Administration	1000
Sales North	2100
Sales South	2200
IT Department	3000
Marketing	4000
Production	5000
Research & Development	6000
Cost Center 1	49000023
Cost Center 2	49000024

Error Handling

Common Errors

Error Message	Cause	Solution
"Cost center already exists"	Duplicate cost center number	Check existing cost centers
"Invalid cost center number"	Special characters or too long	Correct the number
"Required field missing"	Name or number missing	Fill in both fields

After Import

• Check imported cost centers under Settings → Company → Cost Centers
• Assign cost centers to employees or departments
• Configure cost center-specific settings

Tips

• Import cost centers before employees
• Use a consistent numbering system
• Document your cost center structure

Best Practice

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