We introduced the option to export and import your account trees some time ago and now Business Unit Trees have the same functionality. This will be new in Calxa to make it easier when you want to do a lot of editing and also provides a backup of your structure.

How Do You Export A Business Unit Tree?

Exporting a business unit tree is a simple process.

• Select the tree from the dropdown list
• From the cog, choose Export tree
• The spreadsheet will be saved to your computer

The spreadsheet structure is fairly simple, linking the detail business units to a parent row and specifying how headers are consolidated (or not).

Making changes in a spreadsheet is easier if you are one of those people who has to deal with hundreds or even thousands of business units. Just move them around and create the structure you need, ready to import.

How Do You Import A Business Unit Tree?

Importing is just as easy.

• Select the dropdown where you edit your Business Unit trees
• Click Import Tree

• Choose an existing tree, if you’re updating, or create a new one
• Select the spreadsheet and import it

Backing Up Your Calxa Data

Use the option to export and import a business unit tree to give yourself a backup in case of emergency. Especially if it’s something complex, there is always the danger that you will accidentally override it with something incorrect. Having a secure backup copy will allow you to put things back the way they should be.

Moving Business Unit Trees Between Workspaces

If you have similar organisations in different workspaces, you can export the business unit tree structure from one workspace and import it to the other. That will save you the effort of recreating it manually in each one.

If you’re an accountant with multiple clients in an industry like hospitality, you could create a standard business unit tree header structure and import it to each client as you set them up, just as you would with an account tree.

Explore this new feature and we’re sure you’ll find it useful and time-saving.

Look out for our change logs with all the details of recent changes. As always, you are most welcome to reach out any time you need a hand or simply book a session with our team. As always, there’s lots more we’re working on and coming up as new in Calxa.