How to bulk import Cost Centres and Cost Centre Groups using Advanced Cost Centre Import tool

Zac Ballard

10 March 2023 09:23 Updated

Step 1 Create data in Excel as below

Cost Centre Group

Cost Centre

Code

Lat

Long

Populate data as needed

Leave headings in place on excel file this is okay.

Step 2 Save file as excel then convert to CSV

Step 3 Use import tool to import

Note: if you don't convert to CSV it wont work.

To use the basic version of cost centre import use these headings below and repeat above process.

Cost Centre Group

Cost Centre

Note - if you don't use a 'grouping' of cost centres then just create a 'cost centre group' to reflect the 'company name' that you associate with all cost centres.

I.e

Cost Centre Group - Cost Centre

Chronicle - Sales

Chronicle - Operations

Chronicle - Accounts