Step    Action

  1.      Select {Settings} and then select {Budgets} under Customer. 

  2.      Select the Imports tab.

  3.      Select {Choose File}. 

         A modal window will open.

  3.     Locate file on computer to be imported and select {Open}. The name of the file to

          be imported will appear next to {Choose File} button.

  4.     Select {Import}. A results window will pop-up to confirm the records imported successfully.

Tips for Formatting Budgets .CSV for Import

The following guidelines should be noted when creating your Budgets .CSV file for import:

Notes:

• Column header names must follow the exact same naming scheme as provided or the import upload will fail. 

• Blank rows are considered empty and skipped by the importer. 

• It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still succeed. 

• Data will not be overwritten if duplicate rows are uploaded, instead another row will be created.

• Every row uploaded to the importer is assigned a unique ID.

• Currently there is no way to export this information directly.