Importing subsidiaries is made very simple and effective with our Bulk Import Tool. This feature allows you to upload as many subsidiaries as you need with a basic upload.
Attached in this document you will see the import template that has all the required fields needed to get them uploaded. You will also see information populating the spreadsheet. These are just samples to give you an idea of how to fill in the spreadsheet. You have a complete license over the codes and names of them. They are just examples.
In this document, you will see a breakdown of what each column means.
code
- An identifier of the Subsidiary in question. Different companies use different codes to identify their subsidiaries.
- Can be a number combination or a name, whatever feels appropriate.
- If you choose to make the Code match the name of the subsidiary, that's okay too.
name
- The title of the subsidiary itself.
- No restrictions on character amount or title.
currency
- The type of currency that will be used by people in this subsidiary.
- Three-letter currency code ie:
- USD- United States Dollar
- ILS- Israeli Shekel
externalId (Optional)
- Foreign key to an accounting system. ID that lives outside of Custodia.
- Not required, used only by certain clients.
To upload the file
1. Go to My Organization>Org Structure>Subsidiaries
2. Click on the 3 dots icon on the top right.
3. Click on Import.
4. Choose File to choose the template you prepared.
5. Click on Upload. A notification of the upload results will appear on the lower part of your screen.