Bulk Upload - Cost Centres

The below article is relating to the bulk upload - Cost Centres which can be found by navigating to Administration -> Company -> Bulk Upload.

The Cost Centres bulk upload is under the Company Structure section here:

Once you've selected the Cost Centres Bulk Upload you'll be directed to this page:

The page includes the following:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

You will also see a list of all departments currently on the system along with their Department ID.

 

Editing your CSV

When you download your sample CSV file it will look like this:

Cost Centres - The name of the Cost Centres which your employees will be assigned to. This field can contain letters and/or numbers and is Mandatory (as it's the only field in the uploader).