Calxa allows you to import budgets directly from an Excel or CSV file. To prepare your budget file for import, you will first export a template from Calxa to get the correct format for importing.
To get to the screen where you can import a budget, click on the My Workspace menu, then Budgets & Actuals.
Select the organisation you want to import a budget into.
Click on the hamburger menu to open the sidebar navigation.
Click on the Budget Tools drop-down menu.
Click on Export Budget to export a template in the correct format for importing. Click on Import Budget to import.
Please refer to the Export and Import Budgets help note for detailed instructions.