Exporting and Importing Budgets

Modified on Thu, 15 Jan at 9:30 AM

Do you want to add new budgets or update existing ones? Follow these steps:

Decide whether you want to create new budgets or update existing ones:
- For new budgets, use the provided CSV template.
- For existing budgets, you can first export the current data.
Fill in the CSV file with the correct information:
- Maximum of 5,000 rows per file.
- Use the correct column names and formats (see below).
- Save the file and upload it to the LMS.
Confirm and import:
- Check the box: “I know what I’m doing. I want to import budgets from a file.”
- Click Import to process the file.

Column Name	Required	Description
budget_id	No	Leave empty to create a new budget. Enter an existing ID to update a budget.
budget_name	Yes	Name of the budget.
budget_amount	Yes	Total amount of the budget. Use a period (.) as the decimal separator.
budget_owner (user_id)	No	User ID of the budget owner.
start_date	No	Start date of the budget (format: DD-MM-YYYY).
expiration_date	No	End date of the budget (format: DD-MM-YYYY).
manager_use_permissions	No	User IDs of managers allowed to use the budget (separated by commas).
team_use_permissions	No	Team IDs that have access to the budget (separated by commas).
budget_holders	No	User IDs of the budget holders (separated by commas).
approval_type	Yes	Type of approval: e.g., all or any.
invoicing_type	Yes	Invoicing type: e.g., budget or general.
contact_person_name	No	Name of the contact person.
contact_person_email	No	Email address of the contact person.
kvk_number	No	Chamber of Commerce number of the organization.
vat_number	No	VAT number of the organization.
attachments	No	URL(s) of any attachments, separated by commas.
notes	No	Any notes about the budget.

You can find the User ID in the employee report.

Do you want to receive an overview of existing budgets?