Budget Imports
      Back to home
      1. Help Center
      2. Integrations
      3. Budget Imports

      Custom Table Budget Import

      How to import budget data to a Custom Table from Excel.

      Budget Custom Table Import Instructions

      Step 1: Download the Excel Budget Import Template

      1. Navigate to Settings ⚙️ > Integrations.

      2. Locate the Excel Budget Import tile under the Budget section in the Custom Tables sub-section.

      3. Click the Template hyperlink to download the template to Excel.

      4. Select the Plan you wish to download the Forecast data from. Only active plans that are not Plan of Records (PORs) are available for download.

      5. The downloaded template will include any existing manual data entries or previously imported data from the selected Plan. Calculated values associated drivers will not export.

      Step 2: Prepare Spreadsheet Data for Import

      Review, update the dates & data as needed and save the spreadsheet. All other columns should remain unchanged to prevent errors during import.

      Column Description Editable?
      Table Name The name of the Custom Table the line exists in. Jirav uses this to import data to the correct location. Do not modify. ❌ No
      Custom Line The custom table line that will be imported to. Jirav uses this to import data to the correct location. Do not modify. ❌ No
      Dates

      Auto populated based on the forecast window of the Plan selected when downloading the template. 

      • Update dates if planning to import to a different Plan with dates that differ from the Plan that was downloaded. 
      •  Must be in mm/dd/yyyy format and the first of each month (e.g., 01/01/2025).
      		 ✅ Yes
      Data Auto populated with the forecast values from the Plan selected when downloading the template. 
      • Update values as needed.
      • Template export includes manually entered or previously imported values. Driver-based outputs are not exported.
      		 ✅ Yes

      Step 3: Import Updated Data to Jirav

      1. Return to the Budget section in the Custom Tables sub-section of Settings ⚙️ > Integrations.

      2. Click on the Import button of the Excel budget Import tile.
        . 
      3. Select the plan you would like to import the file saved in Step 2 to.

      4. Click Upload Template to select the template file from your file explorer and then click Open.

      5. If successful, a confirmation message will appear. To verify the import, check your Plans and Reports for the updated data.

       

      Budget Import Guidelines, Overwriting Rules & Troubleshooting:

      Guidelines

      • There is no "Undo" for the budget import process. Once the data is imported, it cannot be reversed. Always double-check your data before importing to ensure accuracy.

      • Always download a new template to ensure it includes the most up-to-date Custom Table structure and data.

      • Don’t move or modify cells A1:B1—these cells are required by Jirav. Removing or editing them will cause the import to fail. 

      Data Overwriting Rules

      • Imported data overwrites any existing entries or imports in the Plan you are importing to.

      • Manual and imported data are treated equally.

      • Not all custom table lines need to be included in the template:

        • If an account row is removed, pre-existing data will remain and will not be overwritten.

        • Hidden rows will still be imported.

      • Blank cells will not overwrite data.

      • To clear a value, enter 0.

      • Drivers are not impacted by budget imports in any way. Budget imports will not modify or overwrite any driver-based inputs or calculations.

       Troubleshooting

      • Import not working? Ensure A1:B1 haven’t been modified.

      • Missing data or lines? Make sure you’re using the most recent template that includes the current custom table structure.

      • Unexpected imports? Hidden rows are imported, unhide all rows in the import file to check for and remove any unwanted data.

      • Data not clearing? Blank cells will not clear data—enter 0 to clear values.

      • Still need help? Submit a support ticket or email support@jirav.com.

      Helpful Hint: Accounting Budget data can also be imported using an Excel upload.