Import departments

The following is a list and explanation of each of the fields you can include when importing departments.

Important Note: If you sync with an accounting software, we highly suggest not manually importing departments via CSV into Cashflow360℠, unless they don't exist in your accounting software at all, to avoid duplicates and sync errors

If you sync with QuickBooks Desktop, you can't import departments/classes, as departments/classes sync from QuickBooks Desktop to Cashflow360 only.

Field Name Required? Maximum length Description Accepted Values Additional Information
Name* Yes 100 characters - Key field
- the name of this Department
N/A Requires an exact match with the desired Department's name (for updating)
Active? No N/A Denotes if this Department is active or inactive - Active
- Inactive
- Requires an exact match with one of the accepted values
- All records are set to Active when created; they cannot be created and set to inactive in the same import
Description No 4000 characters The description of this Department N/A N/A
Parent Name No 100 characters The name of this Department's parent N/A - Requires an exact match with the desired Department's name
- The desired Department must be active in Cashflow360 or created during the same import