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 Key CashFlow 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 Key CashFlow 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 Key CashFlow 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 Key CashFlow 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.
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