After you have filled in the empty Tag export template and saved it as a .csv file, you can import the new data in bulk into Capture Expense.
Before you begin...
To help you prepare your import template file, export the template from Capture Expense without including any data records. Fill in the relevant information but do not use the columns: Type Id (Edit Only) and Tag Id (Edit Only).
To import tag data
- Navigate to the Tags page.
Go to Setup> Overview> Tags & Costcentres or Setup> Tags - Select Import from the Actions menu.
The Tags Import page appears. - Follow the instructions.
- Upload the completed Tags template by clicking the Find File field and locating the .csv file.
- Click the Import button. A message appears stating that the import is successful. And the new data has been imported.
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