This table displays an explanation for each of the fields available when importing classes.
Important Note: If you sync with an accounting software, we highly suggest not manually importing classes via CSV into PayMaker, unless they do not exist in your accounting software at all, to avoid duplicates and sync errors
If you sync with QuickBooks for Windows, you cannot import classes, as classes sync from QuickBooks for Windows to PayMaker only.
|Field Name||Required?||Key Field?||Maximum length||Description||Accepted Values||Additional Information|
|Name*||Yes||Yes||100 characters||The name of this Class.||Any||Requires an exact match to Class name for updating.|
|Active?||No||No||N/A||Cell||Active Inactive||Requires an exact match with one of the accepted values. All records are automatically set to Active when created. Records cannot be created and set to Inactive in the same import.|
|Description||No||No||4000 characters||The description of this Class.||Any||N/A|
|Class ID*||Yes||Yes||40 characters||Cell||Any||Requires an exact match for updating.|
|Parent Name||No||No||100 characters||Cell||Any||Requires an exact match with the intended Class name. The intended Class must be active in PayMaker or created during the same import.|
|Parent Class ID||No||No||40 characters||Cell||Any||Requires an exact match with the intended Class name. The intended Class must be active in PayMaker or created during the same import.|
Things to know
When specifying the Parent Class, both Parent Class Name and Parent Class ID must be provided.