Import Budget Data from a Flat File for Budgetary Control

You can download a spreadsheet template from the Budgetary Control Budget Import File-Based Data Import for Financials guide to prepare and generate your budget data from an external source in a predefined flat file format.

The template contains an instructions sheet that explains these details:

• The two different usages of the template - to load expense budget to budgetary control only versus to load expense budget to budgetary control and general ledger simultaneously

• The restrictions of using the template to load expense budget to budgetary control and general ledger simultaneously

• The rules and concept of certain attributes, such as source budget type, source budget name and segment values

• The choice of two different worksheet formats

• These are the steps involved:

  • how to generate a data file

  • how to upload the file

  • the import process to submit:

    • Import Budget Amounts

    • Import Budget for Budgetary Control and General Ledger

  • how to fill out the process parameters

Refer to the tool tips on each column header for attribute-specific instructions.

Budget changes for General Ledger and Budgetary Control can be synchronized.

FBDI Template Name	Budget Import Process Name	Budget Balance Update
Budgetary Control Budget Import	Import Budget for Budgetary Control and General Ledger	Both Budgetary Control and General Ledger
Budgetary Control Budget Import	Import Budget Amounts process	Budgetary Control only
Import General Ledger Budget Balances	Validate and Upload Budgets	General Ledger only