Scheduling cost account imports in PitneyShip Enterprise

If you need to add new cost accounts on a regular basis, you can schedule regular imports from an SFTP server.

• To use scheduled imports, you must have a CSV file stored on an SFTP server.
• Whatever changes you make to your import source file will be added to your PitneyShip Enterprise cost accounts. However, your source file must stay in the same format.
• You can only schedule one location at a time. If you want to schedule imports for multiple locations, repeat this scheduling process for each location.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

The following characters are not allowed for cost account names or codes:

~ ` ^ & - = \ | { } [ ] “ ; < >

1. Select Settings > Cost Accounts.
2. Select Import > Automatic Import.
3. Select Download Template.
4. Make sure that the format of your cost accounts file matches the format of the template file.
   Important: The data columns must be in the same order as in the template.
5. Select the Text Delimiter that is used in your file.
6. Enter the SFTP File Path, SFTP Server URL, Username, and Password.
7. Select the Test Access button to test the connection.
8. Select Notifications.
9. Enter the email address(es) you want to be notified if the import fails.
10. Select Schedule.
11. Select the Days and Time you wish the import to occur.
12. Select Continue.
13. In the Configure Automatic Import window, match your CSV file fields in the Your CSV Fields column with the PitneyShip Enterprise fields in the Location Fields column, then select Save Configuration.
14. Select Import.

Related topics

• Cost Account File Import Specifications