Upload or Replace BFA Budget Import Map

This entry is part 35 of 37 in the series Focus Guide - BFA: Budget/Forecasting/Analysis Worksheet

If you are the System Administrator (or have permission to use the Manage Dashboard or System Admin Dashboard), you can upload a mapping file for use in the Import Wizard. Once the file is uploaded through the Templates tool, the file will appear by default as the mapping file in the Import Wizard’s opening screen.

To upload a BFA Budget Import Map:

  1. Open the Templates tool from either the Manage Dashboard or System Admin Dashboard.
  2. Click Add a row.
  3. In Doc Type, select Budget. Leave the subtype field blank unless you want to mapping file to apply to one Budget subtype only.
  4. In Name, enter either the name of the saved file on your computer holding your budget import mapping or another name of this file, such as “BFA Budget Import Map”. Paths and file extensions are not necessary.
  5. In Type, select BFA Budget Import Map.
  6. In Description, enter a description of the file, for example “Default mapping file for the Budget’s Import Wizard’.
  7. Accept the row.
  8. Save the Templates tool.
  9. Click Template Document in the row you just added. (You might need to look for it.) The Upload Template window will open.
  10. Click Select Files to locate the necessary mapping or drag and drop the file.
  11. Save the Templates tool again. The Template Document icon will update.

Note: You can upload several mapping files through the Templates tool. Users will be able to select which mapping file to use in the Import Wizard. At first, the first file alphabetically by filename appears as the default. After you use the Import Wizard, the last used mapping file appears by default in the Load field.

To replace an existing Budget Import Map:

  1. On the Templates tool, use the Type filter to locate the BFFA Budget Import Map file that you want to replace.
  2. Click Template Document to open the Upload Template window.
  3. Click Browse to locate the more current mapping on your computer/network.
  4. Click Upload. A message will indicate that the upload was successful.
  5. Close the dialog box and return to the Templates tool.
  6. Save the Templates tool.

 

 

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