Import classes

The following is a list and explanation of each of the fields you can include when importing classes.

Important Note: If you sync with an accounting software, we don't recommend importing records via CSV into Bill.com unless they don’t exist in your accounting software at all to avoid duplicates and sync errors.

If you sync with QuickBooks Desktop, you can't import classes, as classes sync from QuickBooks Desktop to Bill.com only.

Field Name Required? Key Field? Maximum length Description Accepted Values Additional Information
Name* Yes Yes 100 characters The name of this Class. Any Requires an exact match to Class name for updating
Active? No No N/A Cell - Active - Inactive - Requires an exact match with one of the accepted values
- All records are set to Active when created
- Records can't be created and set to Inactive in the same import
Description No No 4000 characters The description of this Class. Any N/A
Class ID* Yes Yes 40 characters Cell Any Requires an exact match for updating
Parent Name No No 100 characters Cell Any - Requires an exact match with the intended Class name
- The intended Class must be active in Bill.com or created during the same import
Parent Class ID No No 40 characters Cell Any - Requires an exact match with the intended Class name
- The intended Class must be active in Bill.com or created during the same import

Things to know

When specifying the Parent Class, both Parent Class Name and Parent Class ID must be provided.