The following is a list and explanation of each of the fields you can include when importing locations.
Important Note: If you sync with an accounting software, we don't recommend importing records via CSV into Cashflow360 unless they don’t exist in your accounting software at all to avoid duplicates and sync errors.
|Field Name||Required?||Maximum Length||Description||Accepted Values||Additional Information|
|Location Name*||Yes||100 characters||The name of this Location||- Key field
- Requires an exact match with the desired Location's name (for updating)
|Active?||No||NA||Denotes if this Location is active or inactive||- Active
|- 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 location|
|Location ID*||Yes||20 characters||The ID of this Location|
|Parent Location Name||No||100 characters||The name of this Location's parent||Requires an exact match with the desired Location's name|
|Parent Location ID||No||40 characters||The ID of this Locations's parent||- Requires an exact match with the desired Location's name
- The desired Location must be active in Cashflow360, or created during the same import
Please note: If specifying the Parent Location, both Parent Location Name and Parent Location ID must be provided.