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*
- Payment Type
- Payment Status
- Payment Due Date
- Payment Method
- Paid Date
- PO #
- Ref. Code
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.
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.