How to mass upload budgets?

Instead of entering your data one by one, now you can mass upload budgets to save time and streamline processing.

Start by downloading a copy of -  Mass Upload Budgets template

Once you've downloaded the template, start filling all the columns with the budget details that you want to be uploaded.

Once the mass upload file is ready, follow the below steps:

1. Go to "Settings" and under the "File Upload" section, click on "Mass Upload Budgets".

2. Click on the "Upload Budgets" button.

3. Upload your file in CSV, XLSX, or XLS format.

4. Select the Header Row and click on "Next".

5. Map the Columns in your file with the Template Fields. Once done, click on "Next".

6. Then verify your data. The system-identified anomalies will be marked in dark red.

7. Recheck and edit the data, then click "Submit".

8. Peakflo will process and upload the budget details in a few minutes.