Import Location

Settings > Customer > Budgets > Import tab


The table below outlines each column included in the template file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:


Required Fields

Blue HighlightRequired
No HighlightNot Required


ColumnAdditional DetailsMax Characters/Values
Active

Must be YES or NO


Budget Code

Doesn’t have to be unique

4000
Budget Name

Doesn’t have to be unique

4000
Amount

2 decimal limit

Max value is 99,999,999.99

Taxes

Must be YES or NO


Shipping

Must be YES or NO


Postage

Must be YES or NO


Start Date

Must match the format that is selected in Settings > Admin > Configuration.


End Date

Must match the format that is selected in Settings > Admin > Configuration.


FrequencyMust match one of the following:
  • One Time
  • Weekly
  • Monthly
  • Quarterly
  • Yearly

Custom Days

Rollover

Must be YES or NO


Formatting Guidelines

The following guidelines should be noted when creating your Budgets-Template.csv file for import:

  • 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 no way to export this information directly.