Cost account file import specifications in PitneyShip Pro
Specifications for required fields when importing cost account files
Products affected: PitneyShip™ Pro
Enterprise administrators can import shared cost accounts into the system automatically on a fixed schedule from an SFTP server. The following are the field specifications for cost account import files.
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.
| Field Name | Required | Description | Example | Length | Other Requirements or Comments |
|---|---|---|---|---|---|
| Name | Yes | Cost Account Name | Midtown School District | Minimum 1 Maximum 75 | The following characters are not allowed in Cost Account Names: -~`'^&|{}[]";<>= double spaces |
| Code | No | Cost Account Code | 1234 | Maximum 75 |
The following characters are not allowed in Cost Account Names: -~`'^&|{}[]";<>= double spaces |
| Description | No | Description of Cost Account | Marketing Department | Maximum 150 | No character or format restrictions |
| PasswordCode | No | The password for the Cost Account | 4444 | 4 |
Must be 4 characters long. No character or format restrictions |
| PasswordEnabled | No | Is the Cost Account Password-protected? | TRUE |
TRUE = Yes FALSE = No Must be in uppercase | |
| Status | Yes | The status of the Cost Account | TRUE |
TRUE = Active | |
| ParentName | No | The Name of the Sub Cost Account | Atlantic Middle School | Maximum 75 |
Cost Accounts support a 3-level hierarchy: Cost Account > Sub Cost Account > Sub Sub Cost Account. If using this hierarchy, the ParentName field must contain the Sub Cost Account Name. The following characters are not allowed in Cost Account Names: -~`'^&|{}[]";<>= double spaces |
| NextParentName | No | The Name of the Sub Sub Cost Account | Atlantic Math Department | Maximum 75 |
Cost Accounts support a 3-level hierarchy: Cost Account > Sub Cost Account > Sub Sub Cost Account. If using this hierarchy, the NextParentName must contain the Sub Sub Cost Account Name. The following characters are not allowed in Cost Account Names: -~`'^&|{}[]";<>= double spaces |
| Billable | No | Is the Cost Account Billable? | TRUE |
TRUE = Yes FALSE = No Must be in uppercase | |
| AccessLevel | No | Cost account to be created at what access level E, D, or L | E | 1 |
E = Enterprise D = Division L = Location |
| AccessLevelValue | No | The value of the access level specified in the AccessLevel field. | Pitney Bowes |
For example, if AccessLevel is E, this fields should be filled in with the enterprise name. If multiple divisions or locations are being specified, they should be comma-separated. For example: (Location1,Location2,Location3,) |
UPDATED: 24 October 2024