Difference between revisions of "Cost Center Import"
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(→Cost Center Import) |
(Tag: VisualEditor) |
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== Cost Center Import == | == Cost Center Import == | ||
| − | Add Cost Center Import to the transport request system. | + | Add Cost Center Import to the transport request system by downloading the blank template, populate the spreadsheet with the outside data, then select the spreadsheet and upload it to the system. |
{| class="wikitable" | {| class="wikitable" | ||
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Under the '''Account''' section, press the '''Cost Center Import''' link. The Cost Center Import window will open. | Under the '''Account''' section, press the '''Cost Center Import''' link. The Cost Center Import window will open. | ||
| − | + | ||
| − | + | To edit a Cost Center Import template, click the '''Download CostCenter Import Template''' link at the top of the window. The blank template will be sent to your download folder. | |
[[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]] | [[File:Admin-Account-CostCenterImportHome1.png|1000x1000px]] | ||
| Line 16: | Line 16: | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">2</font>'''</big> | |<big>'''<font size="5">2</font>'''</big> | ||
| − | | | + | |Once the '''ImportTemplateCostCenter'' excel file is downloaded. |
| − | + | ||
| − | + | ||
# Open the file and make changes, then save the revised file under a new name. | # Open the file and make changes, then save the revised file under a new name. | ||
| − | + | [[File:Admin-Account-CostCenterFillOutTemplate3b.png|1000x1000px]] | |
| − | + | ||
| + | |- style="vertical-align:top;" | ||
| + | |<big>'''<font size="5">3</font>'''</big> | ||
| + | |Use the '''Select Files''' button. | ||
| + | |||
[[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]] | [[File:Admin-Account-CostCenterImportDownloadTemplate2.png|1000x1000px]] | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">4</font>'''</big> |
| − | |'''Add | + | |'''Add the New Cost Center Import Data to the Template''' |
| − | + | # Find and select the new template you have prepared with the new data. | |
| − | # | + | |
# Press the '''Open''' button. | # Press the '''Open''' button. | ||
| − | |||
[[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]] | [[File:Admin-Account-CostCenterImportTemplate3.png|1000x1000px]] | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">5</font>'''</big> |
| − | |The file will be uploaded to the window. | + | |The file will be uploaded to the window. The file will be listed on the screen. |
| − | + | Select the file and press the '''Upload''' button to place it into the system. | |
[[File:Admin-Account-CostCenterImportSelectedFiles4.png|1000x1000px]] | [[File:Admin-Account-CostCenterImportSelectedFiles4.png|1000x1000px]] | ||
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">6</font>'''</big> |
| − | |The Window will show the import file's name. | + | |The Window will show the import file's name. The data should now be in the system. |
[[File:Admin-Account-CostCenterImportUploaded5.png|1000px]] | [[File:Admin-Account-CostCenterImportUploaded5.png|1000px]] | ||
|} | |} | ||
Latest revision as of 06:54, 26 May 2016
Cost Center Import
Add Cost Center Import to the transport request system by downloading the blank template, populate the spreadsheet with the outside data, then select the spreadsheet and upload it to the system.
| 1 | Click the large Admin icon to open the Administration window. 
Under the Account section, press the Cost Center Import link. The Cost Center Import window will open. To edit a Cost Center Import template, click the Download CostCenter Import Template link at the top of the window. The blank template will be sent to your download folder.
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| 2 | Once the 'ImportTemplateCostCenter excel file is downloaded.
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| 3 | Use the Select Files button.
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| 4 | Add the New Cost Center Import Data to the Template
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| 5 | The file will be uploaded to the window. The file will be listed on the screen.
Select the file and press the Upload button to place it into the system.
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| 6 | The Window will show the import file's name. The data should now be in the system.
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