Bulk Import Departments

Bulk Import Departments

Administrators can use the Import Records tool to bulk update multiple department fields at once. 

  1. From your Emburse Professional homepage, navigate to the System Configuration screen by clicking the gear icon in the top right corner.

    Emburse professional header with the gear icon highlighted.

  2. In the Emburse Professional Tools section, select Import Records.

    Emburse Professional Tools with Import Records selected.

  3. Select Departments from the drop-down menu.

    Departments on Emburse Professional.

  4. Click Next.

    Next button on Emburse Professional.

  5. Paste the header values from the text box into spreadsheet software, fill in the necessary information, and re-paste the updated values line by line into the text box provided.

    Data Import Wizard Departments paste area with Name, Code, and Suppress Billable headers.

  6. Users with departments already active in our system can click Populate to fill in any active departments in the system into the provided textbox.

    Populate.

    Any new departments will still need to be copied and pasted into the textbox. 

  7. Values from ‘Suppress Billable’ onward need to be populated with ‘TRUE’ or ‘FALSE’ as seen below:

    Suppress Billable with TRUE selected.

    Indicating a value of ‘TRUE’ for the Inactive field will result in a deactivated department. Most users will not find this of use. 

  8. Click Next to finish importing your Departments.

    Next on Emburse Professional.

For more information on how to bulk import data using the Import Records tool, visit the Bulk Updating Data Using Import Records article in our help center. 

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