Import/Exports
A downloadable PDF version is available at the bottom of the page together with the Excel import template. Rules. (Required fields are marked with a Red ba...
Fri, 29 Apr, 2022 at 12:35 PM
A downloadable PDF version is available at the bottom of the page together with the Excel import template. Rules. (Required fields are marked with a Red ba...
Fri, 29 Apr, 2022 at 2:02 PM
A downloadable PDF version is available at the bottom of the page. Rules. (Required fields are marked with a Red background colour) Field Name Descrip...
Fri, 29 Apr, 2022 at 2:44 PM
To Add Imports or Exports please follow the below steps: Please refer to the following article to get the template file for the different imports: Impor...
Wed, 22 Jan, 2025 at 9:15 AM
Templates 1. Repeat steps 1 and 2 from the "Add Imports/Exports" article: Add Imports/Exports 2. Click the Template button at the top rig...
Wed, 22 Jan, 2025 at 9:15 AM
Ideas: Ideas import template Rules and Sample Group Access Ideas import template Rules and Sample No parameters. Idea Custom Fields Idea Custo...
Thu, 22 Aug, 2024 at 12:49 PM
A downloadable PDF version is available at the bottom of the page together with the Excel import template. Rules. (Required fields are marked with a Red...
Mon, 12 May, 2025 at 11:43 AM
To get a Bottom-Up template for the Imports, please follow the below few steps as you have to build the template: Click on Exports. Click on the Add but...
Tue, 6 Aug, 2024 at 9:02 AM
In This Article Overview Navigation Cashflow Actuals Data Import Template Rules for Cashflow Actual Data Import Related Articles Overview The tables...
Fri, 16 May, 2025 at 3:39 PM
In This Article Overview Navigation Cashflow Forecast Data Import Template Rules for Cashflow Forecast Data Import Related Articles Overview The tab...
Fri, 16 May, 2025 at 3:41 PM