The following article outlines how to import Budget data into your Procurify account. The template provided in the following article is only for uploading a new Budget that will commence immediately after import. If you would like to Scheduled a Budget that is set to start at a specified future date, review Planned or Scheduled Budgets.
Steps:
1. Download the template, available at the bottom of the following article, titled Budget Import.csv
2. Review the table below for a definition of each column and an example. Fill out the required columns and save the file to your computer.
3. Select Settings
4. Select Import Data
5. Select Import CSV next to Budgets
6. Upload the file from your computer and Import
If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!
Tips!
- To download the import template directly from your account. Select Settings → Import Data → select Import CSV next to Budgets → and select Download Template.