Cost Center Import

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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. Administration.png

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.

Admin-Account-CostCenterImportHome1.png

2 Once the 'ImportTemplateCostCenter excel file is downloaded.
  1. Open the file and make changes, then save the revised file under a new name.

Admin-Account-CostCenterFillOutTemplate3b.png

Use the Select Files button to find and upload the edited version. The file will be uploaded to the window.

Admin-Account-CostCenterImportDownloadTemplate2.png


3 Add the New Cost Center Import Data to the Template
  1. Once the new template is prepared, press the Select Files button.
  2. Select the new template you have prepared
  3. Press the Open button.

Admin-Account-CostCenterImportTemplate3.png


4 The file will be uploaded to the window.

Press the Upload button to place it into the system.

Admin-Account-CostCenterImportSelectedFiles4.png


5 The Window will show the import file's name.

Admin-Account-CostCenterImportUploaded5.png