Step-by-Step Guide to Importing Your Category Tree
Access the Import Page: Click on the three lines ☰ in the top right corner of your page
and select Import data.
Select Categories: In the Import type menu, choose Categories.
Choose Categories to Import: Select whether you want to import the category tree for Cash inflow, Cash outflow, or Both.
Download the Template: Click on Download a template to get the correct file format for your categories.
Prepare Your File:
Open the downloaded template file.
Add your custom categories by filling in the template.
Always create parent categories before child categories.
Example:
Cash inflow > SalesCash inflow > Sales > Take away
Save Your File: Ensure your file is saved in xlsx, xls, or csv format.
Upload Your File: Click on Upload, select your prepared file, and proceed with the import.
Important Considerations
⚠️ Importing categories will delete and replace all existing categories for the company. Make sure to back up any important data before proceeding.
⚠️ Language Settings: Ensure you are displaying the account in your preferred language when importing. Default categories like To be Categorized will be named according to the language setting.
💡 Tips
Use the provided template to avoid formatting errors.
Create parent categories before child categories to maintain the correct hierarchy.
Double-check your file format is xlsx, xls, or csv before uploading.
FAQ ❓
Will importing a new category tree affect my existing categories?
Yes, importing a new category tree will delete and replace all existing categories for the company. Be sure to back up any important categories before importing.
Can I import categories for both Cash inflow and Cash outflow at the same time?
Yes, you can choose to import categories for Cash inflow, Cash outflow, or Both during the import process.
What should I do if I encounter errors during the import?
Ensure that your file follows the correct format provided in the template and that all parent categories are created before their child categories. Also, check that your language settings are correct.