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 software, we highly suggest not manually importing departments 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 departments/classes, as departments/classes sync from QuickBooks Desktop to Key CashFlow 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 Key CashFlow or created during the same import