How do I import Budgets from a spreadsheet?

Quickly bring your Event Budgets up to speed by importing Expenses. You can create Expenses in one or many Events with a single import.

All of EventGeek's built-in Expense and Payment fields can be used to create new Expenses via import. 

  • Event ID*
  • Expense Name*
  • Amount*
  • Currency
  • Payment Type
  • Payment Status
  • Payment Due Date
  • Payment Method
  • Paid Date
  • PO #
  • Ref. Code
  • Note

*Required

Imports should be in a CSV spreadsheet format with a row for each Expense and a column header for each field. 

There are three required field for each Expense: Name, Event ID and Amount. 

To get Event ID, go to the Events Dashboard and enable the Event ID column in the Metadata section of the Add Columns menu.

Amounts will be imported using the Org Default Currency, unless an alternative Currency is specified in the import spreadsheet using a Currency column.

Payment Status defaults to Unpaid, unless set to Paid in the import spreadsheet. Importing partial Payments is not currently supported, but partial Payments are supported on individual Event Budgets or Expenses.

Note that only Admins can access the Import tab, which is on Org Reports & Settings.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us