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#11809 - 03/14/08 12:30 PM Department import?
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
Is there a way to import deparments?

I am setting up a new year for a client that needs 48 new departments set up. Since I am not working on live data I would like to be able to set up all the data and test it before I pull it in to the live data. I have the accounts and budgets ready for import but I don't have a way to import the departments.

Ideas?
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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#11810 - 03/14/08 12:49 PM Re: Department import? [Re: Lyndon_Olfert]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Sorry, but there is no Import Department function.

You can copy Departments, which makes it easier to create accounts associated with the departments.

If you don't have to set up the accounts (because you have a different process for this), creating departments is quite quick with or without using copy. By the time an import template and file is set up, you probably could do the creation in the same time.
_________________________
Regards,
Softrak Tech Support

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#11811 - 03/14/08 12:52 PM Re: Department import? [Re: Softrak Support]
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
I agree that the copy Departments makes it easy. It is only because I can't work in live data (client is several hundreds of kms away) that I was looking for a process that was quicker since I will now have to do it all twice.

Thanks for the quick reply.
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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#11812 - 03/14/08 01:04 PM Re: Department import? [Re: Lyndon_Olfert]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
You could probably just send them the department file you create and have them copy it into their data (carefully and after having made a backup).
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Andrew Bates

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