Account Code Mapping

Many import files contain multiple Account Codes. Mapping Account Codes in RoutingBox ensures that the trips will import with the correct Account.

Navigate to the Scheduling tab, then select the Importer icon.

1. Account-Code Mapping is necessary when the Account column is highlighted in pink in the Trip Importer.

2. Go to the Settings tab.

3. Click Account-Code Mapping.

4. Select the Account from the drop-down.

5. Enter the unique code in the Account Code field. The code will be visible in the Account field in the Importer.

6. To remove an Account/Account Code, click the red minus sign.

7. Click OK to save your changes.

 

Related Articles:

How to Create an Account
Importer Alerts
Importer Settings

Key Terms:

Account, Code, County, Importer, Mapping