Adding Cost Codes Using a CSV File

This article explains how to add multiple cost codes into Buildend at once by importing them from a CSV file.

Steps

1. Navigate to Cost Codes and select Import Data.
2. Click Download CSV Template to download the template file.
3. Open the CSV template and note that it contains four columns:
   • Cost Code
   • Cost Name
   • Description (optional)
   • Parent Cost Code
4. Fill in the required data in the CSV file.
5. For a main cost code (for example, 01 – General Requirements):
   • Set Cost Code to 01   
   • Set Cost Name to General Requirements   
   • Optionally add a Description
   • Leave Parent Cost Code empty
6. For a sub cost code (for example, 011000 – Summary):
   • Set Cost Code to 011000   
   • Set Cost Name to Summary   
   • Optionally add a Description
   • Set Parent Cost Code to 01    to indicate it is a sub cost code of 01 – General Requirements
7. Once all cost codes have been added and the CSV file is complete, return to Buildend and click Upload CSV File.
8. Map the columns if they are not auto-filled, then select Next.
9. Click Submit to create all cost codes provided in the CSV file.