Organizing your financial data is essential for accurate reporting and smooth functionality. WP Ever Accounting simplifies this process with its Import Categories feature, allowing you to upload category data in bulk. This guide walks you through the steps to use this feature effectively.
What is the Import Categories Feature?
The Import Categories tool lets you upload multiple categories at once using a CSV file. This feature is ideal for quickly and accurately setting up financial classifications.
Step-by-Step Guide to Import Categories
- Navigate to the Tools Menu: From your WordPress Dashboard, go to Accounting > Tools. Here, you’ll find options for Import and Export.
- Select The Import Tab: Click on the Import tab. Scroll down to the Import Categories section.
- Download the Sample CSV File: A sample CSV file guides you through the required fields. Click the link under the Import Categories section to download the file.
- Prepare the CSV File: Open the downloaded file and fill in the required and optional fields:
- Name*: The category’s name.
- Description: A brief description of the category (optional).
- Type*: Classification of the category (e.g., “Expense,” “Payment”).
- Taxonomy*: The taxonomy associated with the category (e.g., “General”).
- Fields marked with an asterisk (*) are mandatory.
- Upload Your CSV File: Return to the Import Categories section. Select the file from your device and click Upload. The system will process your data and add the categories to your database.
CSV Fields for Importing Categories
The CSV file for importing categories contains the following fields:
| Field | Description | Example |
| Name* | The classification of the category (e.g., “Expense,” “Payment”, “Items”). | Sales |
| Description | A brief description of the category (optional). | Monthly sales data |
| Type* | The classification of the category (e.g., “Expense,” “Payment”,”Items”). | Expense |
| Taxonomy* | The taxonomy associated with the category (e.g., “General”). | General |
The system will skip importing that category if any of these fields are missing or incorrectly formatted.
Download the Sample CSV File
To simplify the process, download the sample CSV file and use it as a template for your data.
Click here to download the sample CSV file for importing categories.
FAQs About Import Categories in WP Ever Accounting
Can I import categories without filling in all the fields?
Yes, optional fields like Description can be left blank, but mandatory fields like Name, Type, and Taxonomy must be completed.
Is there a limit to the number of categories I can import at once?
No, WP Ever Accounting supports bulk uploads with no limit on entries.
What happens if there’s an error in my CSV file?
The system will notify you of any errors during the import process. Correct the issues and re-upload the file.
Can I update existing categories using this feature?
No, the import feature is only for adding new categories. Existing categories must be updated manually.
Can I update existing categories using this feature?
No, the import feature is only for adding new categories. Existing categories must be updated manually.
What file format is supported for importing categories?
Only CSV files are supported.
How can I verify that my import was successful?
Once the process is complete, review the imported categories in your WP Ever Accounting > Settings > Categories List.