How to fill the project import template

Rim Chermiti Updated by Rim Chermiti

As an Administrator on Expensya, you can create all your project at once by filling the template on the website.

Here is what a completed import template file looks like:

How to fill the template?

Project External ID = internal reference of this project your company

Project Reference = reference you wish to give to this project on Expensya

Project Name

Client Name

Project start Date

Project End Date

Validator Mail = The Project Manager approving expenses related to this project

Validator PayId = validator's unique ID

Project Has Billable = if blank, the 'billable to client' will be off

Project Is Active = if blank, the project will be activated as soon as uploaded

Pay Id 2 = It is to indicate the subsidiary if applicable (analytical axis 1 on user cards)

Pay Id 3 = determines geographical area or by department (analytical axis 2 on user cards)

Affected Users Mails = if blank, the project will be visible to all employees. Specify assigned employees by entering their email addresses in this column

Affected Users Pay Ids = affected employees unique IDs

Where to download the template? Check how to create a project

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