How to Import Forecasting or Budgeting Data Using the 4 or 5 Column Format

The Hook: Use this process to upload Dataset Data, such as Forecast or Budget, via a CSV file when a direct interface is not available.

Prerequisites:

• A CSV file prepared in the correct 4-column (PropID, Date, Account, Amount) or 5-column (PropID, Account, Date, Stat, Amount) format.

  4-column (PropID, Date, Account, Amount)

  

  5-column (PropID, Account, Date, Stat, Amount)

  

• Data entries must not contain spaces.

The Steps:

1. Navigate to Accounting > Import Budget/Forecast (or Import Daily Budget at the site level).
2. Click the Options icon.
3. Select the Data Set you wish to import into (e.g., Budget, History) under the Option Icon.
4. Select CSV File from the "Import From" dropdown.
5. Click OK (Green Check Mark).
6. Click the Import CSV File link at the top right.
7. Click Upload a File and select your CSV document.
8. Select the Dataset the file will be imported into.
9. Check the "Reverse" box to reverse the credit amounts, if applicable.
10. Check Clear Existing if you wish to overwrite existing data for the dates in the file.
11. Selecting "Run Update Ratio and Rate" will utilize the Amount and/or Quantity of the the GL Account as well as the associated driver to recalculate the data for all accounts even if they are not included in the file for the periods that are reflected in the file. For Example: If you are loading Expenses, you may wish to have the system recalculate the Ratio and Rate based on the attached Driver. 
12. Click Commit Data.

The Result Validation:

• Success: You can view the status of the upload in the Jobs Monitor (Admin > Jobs Monitor).

Troubleshooting:

• Make sure that if Column Titles are being used they are removed before importing the file into ProfitSword.
• If the CSV will not import, please create a support ticket with the steps that you followed and a screenshot of the error.