Bookkeeping Integration: How to add or edit projects?
If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit projects, so that your projects 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 the different divisions.
In the table, choose projects. You are now in the overview of your projects.
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 projects. 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 projects. If this option is set to "Yes", new projects with a new project code will be added. For all yet existing projects in Klippa with "code" that is the same a project code in the import file, the yet existing data in Klippa will be updated. If you want to update the current projects, set this option to "Yes". Keep in mind that you cannot change the code of the project. If you only want to add new projects, 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.
Division: Select the division to which the projects belong.
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing project inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the project.
Upload the XLSX or CSV file containing your projects. 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.
Tip: Do you want to synchronize the already added/changed projects? Then read this article.
Tip: Do you want to know how you can use projects in business rules? Then read this article.
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 the different divisions.
In the table, choose projects. You are now in the overview of your projects.
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 projects. 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 projects. If this option is set to "Yes", new projects with a new project code will be added. For all yet existing projects in Klippa with "code" that is the same a project code in the import file, the yet existing data in Klippa will be updated. If you want to update the current projects, set this option to "Yes". Keep in mind that you cannot change the code of the project. If you only want to add new projects, 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.
Division: Select the division to which the projects belong.
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing project inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the project.
Upload the XLSX or CSV file containing your projects. 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.
Tip: Do you want to synchronize the already added/changed projects? Then read this article.
Tip: Do you want to know how you can use projects in business rules? Then read this article.
Updated on: 12/01/2023
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