All columns to be imported must be formatted as text in the Excel sheet. If this is not done, you risk that data will not be imported into 24SevenOffice.
| Budget | |||||
| column Name | Explanation | ||||
| Budget Name | budget Name | ||||
| Budget Year | budget year | ||||
| ProjectId | Project Idea | ||||
| accountno | Account number | ||||
| january | January | ||||
| february | February | ||||
| march | March | ||||
| april | April | ||||
| may | May | ||||
| june | June | ||||
| july | July | ||||
| august | August | ||||
| september | September | ||||
| october | October | ||||
| november | November | ||||
| december | December | ||||
Please note the following:
If you have exported a budget to be imported again, please note that there are 3 fields that are exported and will not be imported again. This applies to BudgetId, AccountName and AccountAmount.
If you have access to multiple company accounts and are exporting a budget from one client to another, make sure you have the same account number entered in both clients. Rows exported from one company will not be imported if the same account is not created in the company to which they will be imported.
If you are going to import a budget linked to a project, remember to see in your import file that the budget is linked to the correct project time. It is especially important to note if you are exporting in one company account and importing in another, then ProjectId must be changed in the file before importing.