Dashboard > Settings > Lists > Import/Export Data
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Import data, users will need View permissions for Settings
With the import feature, you can easily import a large number of cost codes at once, ensuring accurate and consistent data.
1. From the Dashboard, click on "Settings". Within the settings, locate and select the "Import/Export Data" tab.
2. In the Import/Export Data tab, scroll down to find the "Import Cost Codes" section. Here, download the "sample CSV file" hyperlink. Click on that name to download the sample file. The sample file serves as a template and ensures proper formatting of the import file.
3. Open the downloaded sample CSV file using a spreadsheet program like Microsoft Excel or Google Sheets. Delete the sample data provided in the file. Fill in the "CODE" and "DESCRIPTION" fields with the respective details for your cost codes. Leave the "ID (fill to update)" column blank unless you are updating existing data.
4. Return to the Import/Export Data tab in SiteMax. Scroll down to the "Import Cost Codes" section. Click the "Browse" button and select the CSV file you prepared for import. Once selected, click the "Import" button to initiate the import process. SiteMax will process the file and import the cost codes into the system.
Note: It's important to ensure that the file you import is in CSV format.