Importing Budgets from a CSV File
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.
Important to Know
Leave the budget_id field empty to create a new budget.
Enter a valid budget_id to update an existing budget.
Fields marked with an asterisk (*) are mandatory.
Explanation of the Columns in the CSV 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.
Attention! Do you want to enter an unlimited budget? If so, leave the budget_amount field empty; the system will recognize this as an unlimited budget.
Exporting Budgets
Do you want to receive an overview of existing budgets?
Click Export Budgets in the LMS.
You will then receive a CSV file with the current budgets by email.