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 a 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:
- 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.
- 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.
- 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 with dates for each month in the 2 prior Fiscal Years and forward for the rest of the years and 1 year into the future.
If other Actual months than pre-populated automatically should be imported to Jirav, simply update Columns C and forward in the header row (3rd row).
In the end, populate the data accordingly.
- Import the Data in the Google Sheet to Jirav
Navigate back to Jirav and select the IMPORT button to import the populated data.
- Review the Imported Data
Navigate to Plans
> Custom to view the Actuals data in the applicable Custom Table(s). 
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.
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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.
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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.
Be Aware:
If the GoogleSheet connection to Jirav becomes disconnected, it may be due to Google requesting authentication verification. By selecting Create in Jirav, you can easily locate the originally connected GoogleSheet as long as the same user is reconnecting and the sheet has not been deleted from Google Drive.
Excel Import
To import Actuals to your Custom Table using an Excel spreadsheet, follow these steps:
- Download the pre-populated Excel Import Template from your Jirav Account
Click here to download the import BLANK template to Excel. - Populate the Excel Import Template
- Populate Actual months if other than pre-populated automatically imported to Jirav by updating Columns C and forwarding in the header row (3rd row)
- Populate data accordingly
- 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.
- Review the Imported Data
Navigate to Plan > Custom to view the Actuals data in the applicable Custom Table(s).