Importing Budget

Erin Blazek

• September 23, 2023 17:46

In trying to upload our October Budget in Adaco via .csv file, why does "Account doesn't exist" appear on the import for all the accounts?  Is there a different format we should follow?  I had to manually upload last month and don't want to have to do that again.  

Thank you! 

 

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  David Fournier

  • September 27, 2023 23:40

  Good afternoon Erin Blazek,

  Thank you for your query.

  The specific .CSV format required is outlined within the Importing a Budget section in this article: Adaco: Creating or Importing a Budget or Forecast or Plan.

  If the Account(s) listed in the 2nd column of the .CSV file do not match the Account Cross-Reference or Account Number within Adaco, using numbers only, this may result in the "Account doesn't exist" message you're seeing.

  Please review the specification & if you continue to encounter errors, let us know as we can convert this post into a Technical Support Ticket for our team to assist further.

  Best

  David

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