How To Import Budget Categories

Organizational Admin can import multiple budget categories using the Budget Categories Import Template (recommended) or their own Excel file. The Budget Categories Import Template includes the Name* field. Required fields have asterisks (*) next to their names.

1. Open Administration>Lists>Budget Categories.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Click Create New to create default mapping or select an existing default map (optional). A default map can be useful if you use the same file template for importing budget categories.
5. Select the Destination field for each Source column. If you are using the Budget Categories Import Template (recommended), the source and destination fields should match.
6. Click Create.