Introduction to Import

Quickly load multiple elements of your budget in bulk

The import mechanism, which is available from Create > Import / Export Data, is intended to empower you to easily add to your budget using an XLSX format.  The options of what you can import will depend on your user permissions.  Read-write users can import the following items:

• Campaigns
• Expense Groups
• Expenses
• Metrics

Admin users will have additional options, which are useful when initially setting up a budget:

• Campaign Types
• Expense Group Types
• Expense Types
• GL Codes

In either case, the first step is to export the budget as XLSX.  Select BUDGET under the Export section, and Export Budget as XLSX.  Using this template will enable validation as you add items to import. 

This spreadsheet will have many tabs, some of which are for reference (such as the Budget tab), and others are for reference only (such as Budget Segments an Goals).  Some of the tabs used for validation are hidden by default:

Please see information about export here.

Once you have the template, you can start the process of entering new items to add ...