Preparing XML/JSON

After downloading the CRUD templates, you must merge data and make other changes specific to your account before posting it to the session.

When updating finance data or finance snapshot, note the following:

After downloading the template for finance, you must copy the structure based on the project finance edit mode.

If the project finance edit mode is Aggregate, copy the whole structure once under the <data_aggregate> tag.
If the project finance edit mode is Monthly, copy and repeat the whole structure for each month in the <data_YYYYMM> tag. The value for MM (months) will depend on the project dates and the month for which data is being updated.
If the project finance edit mode is Yearly, copy and repeat the whole structure for each year in the <data_YYYY> tag. The value for YYYY (years) will depend on the project dates and the year for which data is being updated.