Pyramid Import Template
With the Pyramid Import Template in Expense, you can quickly import users and internal accounts in bulk. By following the required file structure and format, you can ensure that data is imported correctly while significantly reducing manual administration. This feature is ideal for organizations that need to onboard many users or maintain large numbers of internal accounts efficiently.
What Is the Pyramid Import Template?
The Pyramid Import Template allows you to:
- 📥 Import multiple users at the same time
- 🏢 Manage internal accounts in bulk
- 📊 Ensure a consistent and correct data structure
👉 This reduces administrative work and minimizes the risk of manual errors.
Import Users (Employee Data)
The user import template enables you to upload employee records using a predefined structure.
Step-by-Step
- Navigate to Administrate > People
- Click the Menu (Three Dots)
- Select Import Pyramid Format
- Upload your file
- Follow the instructions regarding file format and structure
✅ Users are imported into Expense according to the template.
Important When Importing Users
Before importing:
- 📐 Follow the template exactly
- 🔍 Verify that all required fields are completed correctly
- 🧩 Adjust the data order if necessary
👉 Correct formatting is essential for a successful import.
Import Internal Accounts
The internal account import template helps you efficiently create and maintain account structures and account codes.
Step-by-Step
- Navigate to Administrate > Internal Accounts
- Select an existing account or create a new one
- Enter the required Account Codes
- Click the Menu (Three Dots)
- Upload the file and follow the import template instructions
✅ Internal accounts are imported according to the specified structure.
Important When Importing Internal Accounts
Before importing:
- 📊 Verify that the correct account codes are used
- ✅ Ensure the file format matches the template
- 🔄 Confirm that the data is structured correctly
👉 Improper formatting may result in failed imports or incorrect data.
Tips for a Successful Import
Follow the Template Structure Carefully
- ⚠️ File format and structure are critical
- ⚠️ Incorrect column order may prevent the import from succeeding
Review Data Before Importing
- ✏️ Validate and clean data before uploading
- ✅ Ensure all required fields are populated
Start with a Small Test Import
- 🧪 Test using a smaller dataset first
- ✅ Verify that the results are correct before importing larger volumes
👉 This minimizes the risk of large-scale import errors.
Frequently Asked Questions (FAQ)
What happens if the file is formatted incorrectly?
The import may fail or result in incorrect data being created in Expense.
Can I edit data after the import?
Yes. Imported data can be updated manually after the import has been completed.
Can I import users and internal accounts at the same time?
No. Users and internal accounts are handled through separate import templates and import processes.
Summary
- 📥 Import templates save time when managing large volumes of data
- 📊 Support bulk import of users and internal accounts
- ⚙️ Correct file structure and formatting are required
- ✅ Helps ensure consistent and accurate data in Expense
- 🚀 Streamlines administration and onboarding processes