Importing categories in WP Ever Accounting is essential to enhance the plugin’s functionality. To get started, navigate to the Tools menu under the Accounting section in the dashboard. Here, you’ll find both import and export options. Select the Import tab, where you’ll see a field to Import Categories.
A sample CSV file is provided to help you understand the required fields for importing categories. To download the file, simply click on the sample file link in the categories field, and the CSV file will be downloaded automatically.
How to Import Categories – CSV Format
To successfully import one or more categories, it is essential to fill in the required fields. You can import as many categories as needed. Below is a list of all the fields included in the CSV file.
| Field | Description |
|---|---|
| Name | The name of the category |
| Description | A brief description of the category |
| Type | The classification of payment, expense, and item |
| Taxonomy | The taxonomy associated with the category |
Click here to download the sample CSV file for importing categories.