Bulk updates

Use CSV files to upload your target budget data

Account target budgets

Speed up budget changes by uploading your account-level target budgets in bulk. Start on the Audit & Budget view and download a prepopulated CSV template with your data.

If you don't select any accounts before the download, the template will include data for all existing accounts.

You can then edit and upload the template to apply your changes. The CSV file headers are:

• Account ID: Leave as is

• Account name: Leave as is

• Target budget this month: This will either show the current spend goal (for this month) or be blank if not defined previously. You can update it or leave it as is to keep the existing setting.

• Target budget for next month: Same as above, for next month's spend goal.

• Target budget for month after next month: Same as above for the month after next.

The bulk upload allows you to define budgets for this month and the following two. Alternatively, you can set future spend targets for up to 12 months within each account individually.

Budget group target budgets

Budget group targets can be updated either for multiple accounts at once or for a single account. The scope of the template you use depends on where you download it from:

If you don't select any budget groups before the download, the template will include all existing budget groups.

You can then edit and upload the template to apply your changes. The CSV file headers are:

• Account ID: Leave as is

• Account name: Leave as is

• Budget group ID: Leave as is

• Budget group name: Leave as is

• Target budget for this month: This will show the current spend goal (for this month) or appear blank if not defined previously. You can update it or leave it as is to keep the existing setting.

• Target budget for next month: Same as above, for next month's spend goal.

• Target budget for month after next month: Same as above for the month after next.