How to Import Departments from your ERP System

Created by Lukas Christensen, Modified on Mon, 30 Oct 2023 at 11:37 AM by Lukas Christensen

  1. First, you need to go into settings, which you can find at the top right corner.

  2. Inside settings, you should select integration.

  3. Click on the "Import" tab.

  4. Check the box next to "Projects" and press "Import"

  5. Inside settings, select "Departments", which you can find under integration.

  6. Here you will be able to see your imported departments.

  7. If you cant seem them, click on the "import" button in the top right corner, and your Departments from your ERP system will be imported.

  8. If they are not visible inside the approval flow, then you have to check the box off under visible.

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