Import Simple Budgets in Bulk

Multiple budgets can be created by importing them from a spreadsheet. This process involves building a Budget Import File and uploading it into the system when complete.

Step 1 - Download Budget Import File template for specific funding sources

1. Navigate to the Program Setup > Budgets area.

2. Select the Create budget button followed by the Bulk import option.

3. In the Create New Budgets screen, select the Download button to download a CSV file with the required columns and specified funding sources..

Step 2 - Complete the Budget Import File

1. Provide the details for each budget in the CSV file, including:

   • Budget Name - This is required.

     Note: Budget names must be unique and cannot already be present in the system. A maximum of 50 characters is allowed.

   • Budget Description - This is required.

   • Type (cash or in-kind) - This is required.

   • Total Amount- This is required.

   • Processed by Client (true or false) - This is required. Enter false if payments from this budget will be processed by YourCause.

Step 3 - Upload Budget Import File Into GrantsConnect

1. Return to the Create New Budgets screen and take the following actions.

   1. Select the Select file button to find and select the completed CSV file to upload. The file will be automatically validated for proper formatting and required fields upon upload.

   2. Correct any errors that appear.

      Note: Errors will be listed on the screen and can be downloaded by selecting the Download errors button.

   3. If any changes were made, reupload the corrected file and verify the information before importing the items.

2. Select the Import budgets button to finalize the import.

The new budgets will be available in the Open Budgets tab.