Is there a way to update Tags and Categories for all policies at the same time?
Rjain1
Expensify Customer Posts: 14 Expensify Newcomer
in Day to Day
we have around 7 policies currently and i need to update the tag and category names across all policies. how can i do that efficiently?
Best Answer
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I just did this recently. I selected the policy I wanted to update, and I chose export at the top under the policy. Once exported, I saved it as a CSV spreadsheet. I went to the other policies>> tags>> selected import at the top right and imported the tags all at once.
Answers
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Hey @Rjain1, thanks for writing in with your question!
@KayBee hit the nail on the head!
The spreadsheet import option is the best way to update coding (in the absence of a direct accounting integration).
If you navigate to the Categories or Tags page, you'll notice an [Import from Spreadsheet] and [Export to CSV] option. This will allow you to overwrite your existing coding options in a breeze!
Let me know if you have any follow up questions.
