- Step 1: In Excel out a file with the Cost Centre Group, Cost Centre Name, and Terminal Code required in the below format:
Note: The top line (header) needs to follow the above naming conventions, or the import will not work, terminal codes also need to be numeric - please contact support if you need a copy of the file used.
- Step 2: Save the file as a CSV UTF-8 (This is the 5th option down when saving the document on a Windows PC)
- Step 3: In Chronicle go to Toolbox -> Cost Centre Import.
- Step 4: Press 'import'.
- Step 5: locate, and click on the file created:
- Step 6: Await confirmation popup:
- Step 7: The import is now complete, you can navigate to Settings -> Organisation -> Cost Centres to see the update:
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