Bulk Import Dimensions
Emburse Professional’s Import Records tool allows Administrators to bulk import or update multiple departments, categories, or general ledger dimensions at once.
Emburse Professional recommends pasting the column headers for the below tools into your preferred spreadsheet software, and then copying that data over into the text boxes provided.
- From your Emburse Professional homepage, navigate to the System Configuration screen by clicking the
gear icon in the top right corner.
- In the Bulk Update Tools section, select Import Records.
- Select Dimensions from the Import drop-down menu.
- Click Next to start importing the necessary records.
- Administrators can bulk import or update departments, categories, or general ledger dimensions using the Data Import Wizard – Dimensions page.
- Select the dimension you would like to update using the Dimension Field drop-down menu.
Administrators also have the option to select a Dimension Key to determine the column that makes the upload value unique.
- Paste the dimension values into the text box, remembering to include the column headers.
- Administrators can also view any active records in the selected Dimension Field by clicking the Populate button.