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Upload Cost Codes - Custom CSV

The process for bulk uploading cost codes using the Workyard custom CSV format

Alex avatar
Written by Alex
Updated over 3 years ago

Step 1

Download the template provided

Step 2

Open the csv file and fill in the information according to the following definitions:

  • Cost_Code_Name - the name of the cost code (e.g. Carpentry)

  • Cost_Code_Number - the cost code number as an integer (e.g. 1234)

Step 3

Upload the completed csv file to Workyard

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