.xlsx workbook. Import adds proposed line items; choose the budget’s Save afterward to persist them.
Audience: MSP staff and Company users with budget editing permission assigned by their MSP. Read-only users should ask the MSP to import their spreadsheet.
Prepare the workbook
Use an exported budget workbook or a worksheet with a clear header row. The importer reads the sheet named Budget when present; otherwise it reads the first sheet. It does not combine all worksheets.
Use numeric cells for prices and quantities. Avoid locale-ambiguous text such as comma decimal separators, and use saved numeric values when a formula has no calculated result. Give separate costs distinct descriptions: matching descriptions are treated as duplicates even when their prices differ.
MSP example: check each required mapping before importing.
Import and save
1
Open the correct budget
Select the company and open a Draft or Pending Approval budget, or create a new budget. Check its currency before importing.
2
Choose the file
Choose Import > Import Excel, then Choose file and select the
.xlsx workbook. Wait for parsing to finish.3
Review Column mapping
Confirm Description, Qty and Unit Price point to the right workbook columns. Map the optional fields you need; use Not mapped for fields you want to omit.Mapping changes update the import result immediately. The importer detects the header row; there is no separate worksheet or header-row picker in this dialog. If detection is wrong, simplify the workbook and choose it again.
4
Resolve errors and review skipped rows
Correct any Fix … issues before importing messages in the workbook or mappings. Any error blocks the import. Duplicate warnings identify skipped rows and do not update existing costs.Ready to import … line items counts the new valid rows. No new line items were found means no new costs remain to add. Review the count before proceeding.
5
Add the rows and inspect them
Choose Import … items. The dialog closes and the proposed rows appear in the budget builder. Check descriptions, quantities, prices, categories, line statuses and notes.Imported lines start in January and use the target budget’s currency. Set Start month and, for Custom recurrence, Every N months in the builder before saving. Currency labels do not perform exchange-rate conversion.
6
Save and verify
Choose the header Save, wait for the saved confirmation, then reload the budget and check Monthly Breakdown. An import confirmation is not a saved budget.
What is copied?
Excel import copies mapped line fields. It does not restore the workbook’s budget title, company, fiscal year, overall status or currency. It also does not restore Planner/product/goal links, start months, custom recurrence intervals or monthly overrides. Review those separately when rebuilding a plan from an export. Existing and within-file duplicates are skipped by description, ignoring capitalization and leading/trailing spaces. Import is additive: it does not replace an existing line, change its price, or remove lines missing from the workbook.Troubleshooting
Frequently asked questions
Where can I import a budget spreadsheet?
Where can I import a budget spreadsheet?
Open a company budget you can edit, choose Import > Import Excel, and select an XLSX file. Review mappings and errors, import the rows, then Save the budget.
Can I import a CSV or combine several worksheets?
Can I import a CSV or combine several worksheets?
This dialog accepts XLSX. It reads the Budget worksheet when present, otherwise the first worksheet. Combine the intended rows into that worksheet before importing.
Do my columns have to use the export's exact order?
Do my columns have to use the export's exact order?
No. Review Column mapping and select the correct workbook column for each field. Description, Qty and Unit Price must be mapped.
Will importing a changed price update an existing line?
Will importing a changed price update an existing line?
No. A matching description is skipped, even if the workbook’s quantity or price changed. Edit that existing line in the builder instead.
Can valid rows import while another row has an error?
Can valid rows import while another row has an error?
No. Resolve all errors before importing. Duplicate warnings are different: those rows are skipped while other valid new rows can be added.
Does an Approved spreadsheet row approve the whole budget?
Does an Approved spreadsheet row approve the whole budget?
No. It sets that imported line’s status when saved. The whole budget has a separate approval workflow.
Does reimporting an export restore all budget settings?
Does reimporting an export restore all budget settings?
No. It adds mapped line fields, not a full budget backup. Review company, currency, fiscal year, start months, custom intervals, links and monthly overrides separately.
Does importing Excel convert the workbook's currency?
Does importing Excel convert the workbook's currency?
No. Imported amounts use the target budget’s currency without exchange-rate conversion. Check prices before saving.
Why did imported costs disappear after I left the editor?
Why did imported costs disappear after I left the editor?
Import adds proposed rows to the current editor. You still need the header Save and a successful saved confirmation.