Import Categories

Importing categories are equivalently important in WP Ever Accounting to give the plugin another footstep. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import categories.

A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import categories. To download the file, simply click on the “Sample” from the categories field and a CSV file will be downloaded on demand.

Import categories - WP Ever Accounting
Import categories

How to Import Categories – CSV Formatting

Import Categories - WP Ever Accounting
Import Categories CSV Format

To import a category or more successfully, putting information on the required fields is a must need. Also, you can import as many categories as you want. All of the fields given in the CSV file are mentioned below-

Field Description
Name* Holds the name of the categories
Type* Classification of incomes and expenses
Color* Color for each category on the category chart
The fields with the star marks are the required fields. You must have to put information on those fields to assemble a successful import. If any of the required fields go missing for a category, it will stop importing that particular category.

To download the CSV sample file for categories to import, click here.