Import Requirements
The following requirements must be met for a successful import;
1. A single worksheet titled BUDGET-TEMPLATE
2. No formulas in any fields
3. No apostrophes in any fields, with the exception of the cacctid column
4. The following columns must exist on the Excel spreadsheet that will be imported:
|
Column Name
|
Definition Field
|
Required
|
Excel Data Type
|
|
cacctid
|
Orion Account Number
|
Yes
|
General
|
|
cacctnamet
|
Orion Account Name
|
No
|
General
|
|
namt01
|
Period 1
|
No
|
General
|
|
namt02
|
Period 2
|
No
|
General
|
|
namt03
|
Period 3
|
No
|
General
|
|
namt04
|
Period 4
|
No
|
General
|
|
namt05
|
Period 5
|
No
|
General
|
|
namt06
|
Period 6
|
No
|
General
|
|
namt07
|
Period 7
|
No
|
General
|
|
namt08
|
Period 8
|
No
|
General
|
|
namt09
|
Period 9
|
No
|
General
|
|
namt10
|
Period 10
|
No
|
General
|
|
namt11
|
Period 11
|
No
|
General
|
|
namt12
|
Period 12
|
No
|
General
|