You can import tag values in bulk using a CSV template downloaded from Capture Expense. You can also export your existing tag data for reporting purposes.
Downloading the import template
Go to Setup > Tags.
Select Export from the Actions menu.
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Deselect Include data and click Download. A blank CSV template is downloaded containing the required column headers.
Completing the template
Open the downloaded file and add your tag values into the following columns:
Type: the name of the tag, for example Department.
Code: a short code for the value, for example MKT.
Analysis Segment: an accounting code, if applicable.
Name: the full name of the value, e.g. Marketing.
Do not edit the Type Id (Edit Only) or Tag Id (Edit Only) columns.
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Importing tag data
Go to Setup > Tags.
Select Import from the Actions menu
Click Find File and select your completed CSV file.
Click Import. A confirmation message appears and the tag values are added to Capture Expense.
Exporting existing tag data
Go to Setup > Tags.
Select Export from the Actions menu.
Ensure Include data is selected and click Download. Your tag data is exported as a CSV file.
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