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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

CSV import account number and name

in Ask A Guru 6 comments

We have enabled account numbering. When performing a CSV import, the system requires the full hierarchy of the account and department. Is there a way to configure it so that only the account number or the child value needs to be entered, instead of the full hierarchy?

Example:

  • Parent Department: Admin
  • Child Department: Team A
  • Current required format: Admin : Team A
  • Desired format: Team A

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