In this article we'll look at importing data like your chart of accounts and business units to a manual organisation from a CSV or Excel file.
This video gives you a quick overview for those of you who prefer a visual approach.
See also: How to set up a Manual Organisation for the full setup sequence this step fits into.
Where to import your data
Navigate to: Reports -> Report Tools -> Organisation Sync
or
Settings -> Organisation Settings -> Organisation Sync
Identify the Organisation you wish to import data into and click IMPORT DATA.
Choose what you want to import
Actual Amounts: imports actual amounts by monthly periods. See Import Actuals for Manual Organisation for more details.
Budget Amounts: imports budget amounts by monthly periods. See Budgets & Scenarios: Import for all the options.
Chart of Accounts: imports or updates your Chart of Accounts
Business Units: imports or updates your Business Units
Note: Accounts and Business Units are matched on the number. If the number already exists it will update this record. If the number is new it will insert a new record.
Tip 💡in Excel use Find & Replace to remove a dash (-) from number formats
Import the data
Browse and select the CSV or Excel file to import from and click NEXT STEP.
Match the Calxa fields to the columns in your spreadsheet and click NEXT STEP.
The data in your spreadsheet will be validated before any data is imported.
When validation is complete and there are no errors click NEXT STEP.
When the import is complete confirm the correct number of rows were imported and click DONE.
Common Issues
If errors are detected each row that contains an error will be shown. This article has more details on how to deal with them. In the example below from a Chart of Accounts import, the account type is missing on one row and the account number on another.
Revise your spreadsheet data accordingly, then select the amended file for upload.
