Import locations
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 system, we don't recommend importing records via CSV into Cashflow360℠ unless they don’t exist in your accounting system 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 - 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 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.
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