Goiod Afternoon, I'm unable to import ...
Goiod Afternoon, I'm unable to import my CSV Budget File. Please advise if there is a template or specific format required? Thank you.
Dear @Caroline Veloz
Thank you for your question.
This article https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-Importing-a-Budget-Forecast-or-Plan provides details of the format of the .csv file and how to load it. I hope it is gives you everything you need to load the budget but please do let me know if you have any further questions.
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