Upload purchase data for multiple subsidiaries

Before you start

You need an Editor role in your Dcycle organization.

Steps

Step 1

Click “Data” in the left navigation.

Step 2

Click “Categories”.

Step 3

Open the “Purchases and CapEx” category.

Step 4

You’ll see existing purchase records with totals at the top. Look for the upload action in the top right — usually labelled “Add purchases”, “Upload” or similar — and click it.

Step 5

Download the CSV or Excel template, fill in one row per purchase (supplier, amount, date, category), and drag the file back into the importer. Because this is a holding organization, you will also see an “Organization” column — use it to assign each row to the right subsidiary. Upload the file.

Step 6

The “Organization” dropdown lists the holding organization and all its accepted subsidiaries. Select the subsidiary that each purchase belongs to. If you leave a row blank, Dcycle automatically assigns it to the organization doing the upload and shows an informational note.

Step 7

Once every row is valid, confirm the import. Dcycle processes the file in a distributed way — each row lands in the correct subsidiary’s data space without you needing to split the CSV or run multiple uploads.