Activating Advanced Features: Core Concept: Budget Import Template

27 STEPS

1. Welcome to the Euna Grants Core Concept video on the Budget Import File. This tool helps you load multiple budgets quickly into Euna Grants.

2. We recommend first entering 1 or 2 budgets manually to learn the process before using the import file for larger transfers.

3. The budget import template file is available on the support site.

The template is an Excel file with a tab for Budget data and columns for line-item details.

Do not change columns, order, or dropdowns!

4. Be careful with data entry and spelling.

If a Budget already exists within Euna Grants and is included in your import file, its details will be updated to match the record in the import template

5. You may import a single grant budget or multiple.

For multiple, include the Grant ID. You can find it at the bottom of the grant Details page or add it as a column in the All Grants search menu.

6. Navigate to https://amplifund.zendesk.com/ and Click Import Templates

7. Scroll and click Budget Import Template

8. Scroll down and click the template to download. Before importing, ensure grant records, budget categories, responsible staff, and benefit types exist as master data in Euna Grants.

9. In the template, fields with a red triangle include notes.

10. Fields marked with an asterisk are required. Review carefully before entering data.

11. Choose a line-item type: Non-Personnel, Personnel, or Benefit Type. Direct cost calculation items types cannot be imported.

12. Enter a budget category that already exists in your master data, or add a new one.

New categories will be detected and auto-create upon import; check spelling closely to avoid incorrect data.

13. Add benefit type if needed; it will also auto-create if not already in your list.

14. If importing expenses, populate GL code fields (Columns H through O). GL Account codes are configured in the Administration module.

These codes map expenses to the right budget lines.

15. Assignee and Direct Cost are required. Staff names must exactly match existing records. Enter costs as numbers only, no $ signs.

16. If using the Project module, enter the related project line item in column R.

17. Match, indirect cost, and other funding types must be entered as numbers.

For percentages, enter .25 for 25% or .05 for 5% (as examples).

18. For personnel line items, enter staff names exactly as listed in Euna Grants. You may also add a personnel title.
Note: Typos or entries that do not match an existing line-item option will prevent successful import.

19. For multiple budgets, fill in the Grant ID for each line item. Use the ID from the grant details page or add it as a column in All Grants grid in Euna Grants.

20. When your file is ready, review it carefully for accuracy. To import the information, navigate to Grant Management

21. Click Grants

22. Click the Import icon in the top right corner.

23. Select your Import Type

24. Select from the Award Type and Identify Grant by dropdowns. Finally, choose your import file.

25. If you have a custom Default Mapping you wish to use for the import, select it in the Default Mapping dropdown field.

26. To match information to a different available Match Key, select the radio button in the Match Key column.

27. Through this video you’ve learned how to update the budget import file to prepare budget data to be imported into Euna Grants. Should you have additional questions, please visit our support site. Thank you!