Cost Account File Import Specifications in PitneyShip Pro or PitneyShip Enterprise

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 in PitneyShip Pro or PitneyShip Enterprise.

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.

Special characters

Special characters supported in cost account names and codes depend on whether your enterprise uses the "Cost Accounting" account list management service.

Without "Cost Accounting" account list management service

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

& - ^ double spaces

With "Cost Accounting" account list management service

The following characters are not allowed in cost account names or codes with "Cost Accounting" account list management service:
- ~ ` ' ^ & | { } [ ] " ; < > = ö á í ó é ñ — –
double spaces or leading spaces
@ may not be used when importing but may be added manually after accounts are imported

Required fields

• Name – A unique cost account name
• Code – A unique code related to the cost account name
• Status – TRUE allows the account to be selected for mailing at the meter and charged against

Name and Code have a maximum 75 character limit.

Optional fields

• Description – The description will only be seen at the meter itself and will not display on any reports. Maximum of 150 characters with no restricted characters.
• PasswordEnabled – Set this column to TRUE (all caps) to require a passcode when selecting this account at the meter
• PasswordCode – If you set PasswordEnabled to TRUE, enter a four character alphanumeric code
• ParentName – The name used for a Sub Account
• NextParentName – The name used for a Sub Sub Account
• Billable – Set this column to TRUE (all caps) to allow the account to be charged.
  TIP: This field is optional; for your organization's reporting purposes, you may wish to see whether an account is "Billable" or "Non-Billable" in the PitneyAnalytics online reporting tool.
• AccessLevel – Cost account to be created at what access level, identified by the one-character values E (Enterprise), D (Division), or L (Location).
• AccessLevelValue – The value of the access level specified in the AccessLevel field. For example, if AccessLevel is E, this field should contain the enterprise name. If multiple divisions or locations are being specified, they should be comma-separated. For example:
  (Location1,Location2,Location3,)
• Division Name – Enter a Division name if the account AccessLevel is D or L.
• Archive – Set this column to TRUE to deactivate a cost account.

Example

When you import cost accounts you have the option to download a .csv template. This example shows the template with additional accounts added. The required fields are highlighted for this example.