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Home > Operations & IT Support Articles > How to Import Budget Data for Single or Multiple Properties and GL's
How to Import Budget Data for Single or Multiple Properties and GL's
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Go to Onesite > Budgeting > Budgeting Adminitration > Data Import

 

 

 

Click on the current tab > Download the CSV Template

 

 

 

 

Enter the Company ID - This will always be 2265612

Enter the Property ID will be the property ID in Budgeting (Most property ID's are the same as their OneSite ID's except for Subproperties)

Enter the GL Account Number

Enter the Budgeting Year 

Enter Budgeted Amounts for each Month

Enter Comments if applicable

Enter As of Date - This will always be the 1st day of the budgeting year

 

 

 

 

 

Choose the File to Import

Choose the Year

Choose the Type/Model

Click Import

Click Save

 

 

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