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Budget Import from Excel Tab

This tab displays when you select the Import from Excel button on the Setup Budgets Tab. Use this tab to import general ledger budget data using an Excel spreadsheet. You can import multiple EntityCompany budgets in a single spreadsheet or in separate spreadsheets.

Prerequisites

Confirm that you have an Excel spreadsheet stored on your system prior to import.

NOTE that any files you may have imported in the past with the .XLS file extension will no longer import. Using your spreadsheet program, simply do a “Save As” of these files as the newer format, .XLSX. Once you save the files with the newer file extension, the spreadsheet files will work with the Import from Excel process.

Confirm that you have completed the required setup complete. Refer to Export / Import Budget Data Using Excel for more information.

Fields

Browse/Choose File

Select the button and then select the file to import: BudgetImport.xls. The name of the button depends on the browser you are using.

Load Import File

After choosing a file, use the button to import the file.

Sheet Name

Enter the Excel sheet name, if there is one. The default is Sheet1.

Use EntityCompany from spreadsheet

Select this option to allow multiple EntityCompany budgets to be imported in a single spreadsheet. The Selected EntityCompany field on the Budget Import from Excel tab becomes hidden and ignored, and the first field on the spreadsheet defines the EntityCompany ID for that budget.

When you select this option and also select  Use Default Budget Version for EntityCompany, then the Selected EntityCompany  and Budget Version options are hidden.

Use Default Budget Version for EntityCompany

Select this option to use the Default Budget version for the EntityCompany ID on the spreadsheet row. The Budget Version field on the Budget Import from Excel tab is hidden and ignored.

If the Use Default Budget Version for the EntityCompany option is not selected, the process uses the Budget Version that is selected from the Budget Version drop-down list. That Budget Version must exist for each EntityCompany in the spreadsheet for the year being imported. If the Budget Version does not exist for the EntityCompany and year, then those records will not be imported.

When you select this option and also select Use EntityCompany from spreadsheet, then the Selected EntityCompany  and Budget Version options are hidden.

Selected EntityCompany

Select an EntityCompany from the drop-down list. Other selections made may cause the system to hide this option. Refer to  field descriptions, above, for more information..

Year

Select a year from the drop-down list.

Budget Version

Select a budget version from the drop-down list. Other selections made may cause the system to hide this option. Refer to field descriptions, above, for more information.

Source

Select a budget source from the drop-down list: eFinancials (default) or ePO.

Import from Excel

Select this button to import the budget(s).

To Import GL Budgets Data

Completing Step 1

1. Select the Browse/Choose File button. Your operating system navigation window displays.
2. Navigate to and select the following file type: BudgetImport.xls
3. At Sheet Name, enter the Excel sheet name, if there is one.
4. Select the Load Import File button. The system uploads the file to the server, and updates the tab for step 2.

Completing Step 2

1. Use the Fields list help you select options that tell eFinancials how to import the budget.
2. Select the Import from Excel button to import the budget(s). A success message displays when the import is finished.
3. Select OK to acknowledge the message. The system adds spreadsheet rows that pass to the database and displays the rows in the grid on the Setup Budgets Tab. Account numbers display in ascending order.

Navigation

GL Budget Import Tab

Budgets Tab Setup