Import departments
The following is a list and explanation of each of the fields you can include when importing departments.
Important Note: If you sync with an accounting system, we highly suggest not manually importing departments via CSV into Bill.com℠, unless they don't exist in your accounting system at all, to avoid duplicates and sync errors
If you sync with QuickBooks Desktop, you can't import departments/classes, as departments/classes sync from QuickBooks Desktop to Bill.com only.
| Field Name | Required? | Maximum length | Description | Accepted Values | Additional Information |
|---|---|---|---|---|---|
| Name* | Yes | 100 characters | - Key field - the name of this Department |
N/A | Requires an exact match with the desired Department's name (for updating) |
| Active? | No | N/A | Denotes if this Department is active or inactive | - Active - Inactive |
- Requires an exact match with one of the accepted values - All records are set to Active when created; they cannot be created and set to inactive in the same import |
| Description | No | 4000 characters | The description of this Department | N/A | N/A |
| Parent Name | No | 100 characters | The name of this Department's parent | N/A | - Requires an exact match with the desired Department's name - The desired Department must be active in Bill.com or created during the same import |
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