Bulk Import Dimensions

Emburse Certify’s Import Records tool allows Administrators to bulk import or update mulitple departments, categories, or general ledger dimensions at once. 

Certify 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.

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

2. In the Certify Tools section, select Import Records.

3. Select Dimensions from the drop-down menu.

4. Click Next to start importing the necessary records.

5. Administrators can bulk import or update departments, categories, or general ledger dimensions using the Data Import Wizard – Dimensions page.

6. Select the dimension you would like to update using the Dimension Field drop-down menu.

select dimension

Administrators also have the option to select a Dimension Key to determine the column that makes the upload value unique.

7. Paste the dimension values into the text box, remembering to include the column headers.

dimensions

8. Administrators can also view any active records in the selected Dimension Field by clicking the Populate button. 

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