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      Import Custom Table Actuals from Google Sheets or Excel

      Utilize Google Sheets or Excel to import Actuals to Custom Tables

      You likely have Actuals data that exists outside of your general ledger that you'd like to include in Jirav. For example, key performance indicators such as number of customers, website traffic, and number of demo requests. This type of data can be captured in Custom Tables within Jirav. Once your Custom Table is defined, you can then begin importing Actuals via a connected Google Sheet or Excel. 

      Before you can import actuals from Google Sheet or Excel, you must first configure the lines within a Custom Table. Click here for instructions on how to create a Custom Table. 

      Google Sheet Import

      To import Actuals to your Custom Table from a Google Sheet, follow these steps:

      1. Connect Jirav to your Google Sheet
        Go to Setup ⚙️ > Actuals and select CREATE next to the Google Sheets icon under the Custom section, sign into Google, and authorize Jirav FP&A to access your Google account.

        Custom Gsheet

        Gsheet Auth
      2. Access your GoogleSheet Import Template
        After authorizing Jirav to access your Google account, you'll receive a confirmation message letting you know that the connection was successful. Click on the link in the confirmation message to access the Google Sheet import template.
        Success Msg
      3. Populate your Google Sheet Import Template
        The Google Sheet import template will be pre-populated with the Custom Tables and Lines from your Jirav model in Columns A & B and the current month in Column C. Update Columns C and forward in the header row to reflect the actual months you'd like to import and then populate the data accordingly. 
        Gsheet
      4. Import the Data in the Google Sheet to Jirav 
        Navigate back to Jirav and select the IMPORT button to import the populated data.
        Ghseet Import Button
      5. Review the Imported Data
        Navigate to Plans Plans Symbol-1 > Custom to view the Actuals data in the applicable Custom Table(s). 
        Subs Rev

      Did you know?

      • New Custom lines created after the Google Sheet integration has been configured should be added as needed to the Google Sheet import template. This can easily be done by navigating to Setup ⚙️ > Custom Tables and selecting Export New Lines to G Sheet button in the upper-right hand corner.

      New Lines

      • You can use other tabs within the workbook to feed the import sheet - you just need to ensure that the import sheet remains the leftmost tab. If you receive an error such as:

        There may be a sheet (perhaps hidden) other than the Import Sheet in the leftmost tab. 

      • Also, using JiravSync with Google Sheets opens up a whole world of possibilities.  Click here to see how JiravSync can be used to incorporate CRM data.


         

        Excel Import

        To import Actuals to your Custom Table using an Excel spreadsheet, follow these steps:

        1. Download the Excel Import Template
          Click here to download the import template to Excel.
        2. Populate the Excel Import Template
          • Populate Column A with the name of your Custom Table(s)
          • Populate Column B with the names of the Custom Lines from your Custom Table(s)
          • Update Columns C and forward in the header row with the desired months to import actuals to
          • Populate data accordingly
          Excel View-1
        3. Import the Data in the Excel Template to Jirav
          Once the template is populated, go to Setup ⚙️ > Actuals and select IMPORT next to the Excel icon in the Custom section, select the file from Step 2, and select Open. This will sync the actuals from Excel with Jirav.
          Excel Import Button
        4. Review the Imported Data
          Navigate to Plans Plans Symbol-1 > Custom to view the Actuals data in the applicable Custom Table(s).
          Subs Rev

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