Set-up

Bulk import

Upload a CSV

Import in this order: waste codes, then sites, then units and rates. Rows are matched by name, so uploading again updates rather than duplicates.

Templates

Open in Excel, replace the example rows, then Save as, CSV UTF-8.

ImportColumnsDownload
Waste codescode, descriptionDownload template
Customer sites and waste codescustomer, site, address, postcode, phone, waste_codeDownload template
Units at each sitecustomer, site, unitDownload template
Materials and ratescustomer, type, name, priceDownload template