Calxa allows you to export your Budgets & Actuals data to Excel or CSV files. You can use these as a template to import data back into Calxa or for use in other external systems.
Navigate to Budgets & Cashflow -> Budgets & Actuals -> Budget Tools -> Export.
Select your Organisation from the Selected Organisation dropdown.
Set your export options, the Data Source to export can be any one of:
Actuals
Budgets > click drop down to expand and choose the Budget version
Scenarios > click the dropdown to expand and choose a Scenario version
Complete the other settings and click EXPORT BUDGET.
