Importing A Budget – JCurve Solutions

You can import external applications' budget data as CSV files to create NetSuite budget records.

NOTE: Before you begin the import process, ensure that the values in the CSV 
file are properly formatted. Please follow the reminders below:

The account name in the CSV file must exactly match the account name in the chart of accounts.
If there is a subaccount, the account field must include the parent account name and subaccount name, separated by a colon (:). The format should be, Parent : Child Account. The format for subsidiaries should be the same as the format for subaccounts.
The account name should not contain account numbers.
If multiple budgets are enabled, category is mandatory.
The year format in the CSV file must exactly match the year format of the accounting period in Setup > Accounting > Manage G/L > Manage Accounting Periods.
Numbers/amounts must not contain the separator (,) or the Currency character ($).

IMPORTANT:
Any field in the CSV file that does not contain a value appears in the created 
budget record as blank.

You need the "Set Up Budget" permission to import budget data. You do not need the "Import CSV File" permission. For questions about permissions, contact your administrator.

To import a budget:

Go to Transactions > Financial > Set Up Budgets > Import.
On the Import Assistant page, in the Scan & Upload CSV File section, select the type of character encoding for imported data.
Click the Budgets Template File link to download a template file.
Save the file to your system, and then populate the saved file with your budget data. Be aware of the following limitations for CSV file fields:
- Year – Year values should be for years with accounting periods set up at Setup > Accounting > Manage G/L > Manage Accounting Periods.
- Category – If the Multiple Budgets feature is enabled, Category is a required field.
```
IMPORTANT:
If the Budget Category field is not mapped during the import, its value
defaults to the first budget category on the list. This list is ordered
alphabetically.
```
  If you use NetSuite OneWorld and the Multiple Currencies feature is enabled, the budget category type determines whether NetSuite stores budget amounts using the global (root parent's base currency) or local (subsidiary's base currency) currency.
- Account – Account field values should be names. Do not use numbers even if the Use Account Numbers preference is enabled. For subaccounts, values should be hierarchical, with the format parent account name: child account name.
Click Select, choose the budget data file you have populated, and then click Next.
On the View Mapping / Start Import page, review the automappings of CSV file fields to NetSuite fields, and make any necessary changes or additions.
- Note that the CSV file field mapped to the required Account field should contain account names, not account numbers. If you have multiple accounts with the same name and different numbers, so that mapping by name does not work, a workaround is to map a CSV file field containing internal ID values to the Account field.
Click Run to start the import.
After the import of budget data has successfully completed, you can review NetSuite budget records by going to Transactions > Financial > Set Up Budgets > List, then clicking a View or Edit link to open each budget record.

To import a budget:

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