Importing Analysis records

Analysis records can be imported into Arbor Finance from an external CSV file. 

File format for importing

The CSV file should be structured as follows:

1. First row is headers
2. Column 1 is the Short Analysis Code (mandatory)
3. Column 2 is the Type Income or Expenditure (mandatory)
4. Column 3 is the Analysis record description
5. Column 4 is the Sort Key for reporting purposes
6. Column 5 is the Report link for reporting purposes
7. Column 6 is the Budget Heading link for linking the analysis code to a budget heading (must exist in Arbor Finance)
8. Column 7 is the Budget Account link for linking the analysis code to a budget code (must exist in Arbor Finance)

Please check the structure before importing.

Importing Analysis records

1. From the Records menu choose Analysis records.
2. Click the Import Button on the right-hand side.
   
   
   
   
3. To select your file to import click Choose file and navigate to the file and click Open.
4. The Header line defines which line in your CSV file the headers are on.
5. If you are uploading the file for a second or third time and have a mapping stored then select it from the menu.
6. Click Start import to continue.
   
   
   
7. Map the headers in your CSV document to the analysis fields and type the mapping name for future use of this mapping.
8. Click Save to continue.
   
   
   
   

9. The Validation summary will detail if any lines have errors in. The summary report will detail the errors (blue link on page to access this)

10. If you need to change anything click Cancel or click Complete import to proceed.

11. Valid lines will be imported and you will see the message Analysis codes import completed successfully!