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Category Import

Action: CATLOAD

This form is used to import categories into ProfitSystem. It can be loaded by manually entering the categories or loading them from a CSV text file.

At the minimum, each row should contain a category code. To import sub-categories, repeat the same category with a different sub-category on subsequent rows.

If an existing category is imported, the description will be replaced with the imported description.

Buttons

Create CSV Template...This will create a text file called CATEGORY.CSV that contains the template used to create an import text file. category.csv import template created. Replace the contents of the file with the categories to be imported, be sure to keep the columns intact. For sub-categories, repeat the category code for each row. Note the fields enclosed in double-quotes, and make sure the import file has the same double-quotes.

Import from CSV...Loads the grid from a CSV file.

Remove All Categories...Removes all user-defined categories, accounting classes, ProfitSystem accounts, and revenue report setup from the ProfitSystem and resets to back to it's default values. This would be used if an erroneous import was performed and the data needs to be reset back to the default values. ​