The template used to upload customf field values can be found in the "admin settings" - "custom fields" - "Upload custom fields values" or can be found here.

Following attributes are required to enter when uploading the custom field file:

customfieldname

A custom fields value is always assigned to a customfield. The customfield allows users to understand what the values are about. In this column the name of the custom field can be added.

value

The name of the custom field value. The name is visible to the end user and should be easily recognisable.

id

The number of the custom field value. This number will be used to allocate the expenses to the correct custom fields in other tools. Note that the custom field value ID is not visible to the end users.

active

This column can be used to activate or deactivate customfield values:

When the category needs to be activated: active = 1

When the category needs to be deactivated: active = 0

branchname

The name of the legal entity to which this custom field value is limited to. The column "branchname" is optional and can be removed if not needed.

branchid

The ID of the legal entity to which this custom field value is limited to. The column "branchid" is optional and can be removed if not needed.

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