Bookkeeping Integration: How to add or edit divisions?
If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit divisions, so that your divisions in Klippa are up-to-date again.
Note: this action is only possible for a user with the finance role.
Note: this action is only possible if your company uses the module "Bookkeeping Integration".
Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.
In the left menu, navigate to Bookkeeping Integration and then Divisions. You are now in the overview of your divisions.
Click the Actions button at the top right of the table, then choose Import.
A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing divisions. They are explained below:
Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of divisions. If this option is set to "Yes", new divisions with a new division code will be added. For all yet existing divisions in Klippa with "code" that is the same a division code in the import file, the yet existing data in Klippa will be updated. If you want to update the current divisions, set this option to "Yes". Keep in mind that you cannot change the code of the division. If you only want to add new divisions, set it to "No".
Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings such as "code" or "name".
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing division inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the division.
Upload the XLSX or CSV file containing your divisions. You do this by clicking the Click here to upload a file button and choosing the document.
Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.
Note: this action is only possible for a user with the finance role.
Note: this action is only possible if your company uses the module "Bookkeeping Integration".
Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.
In the left menu, navigate to Bookkeeping Integration and then Divisions. You are now in the overview of your divisions.
Click the Actions button at the top right of the table, then choose Import.
A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing divisions. They are explained below:
Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of divisions. If this option is set to "Yes", new divisions with a new division code will be added. For all yet existing divisions in Klippa with "code" that is the same a division code in the import file, the yet existing data in Klippa will be updated. If you want to update the current divisions, set this option to "Yes". Keep in mind that you cannot change the code of the division. If you only want to add new divisions, set it to "No".
Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings such as "code" or "name".
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing division inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the division.
Upload the XLSX or CSV file containing your divisions. You do this by clicking the Click here to upload a file button and choosing the document.
Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.
Updated on: 12/01/2023
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