The step-by-step guide to access the Bulk Import/Export feature and please go through the instructions on step 3 (Import Budget page).


  1. Navigate to Users → Website Users.
  2. Hover over Options at the top right corner of the screen to display the 'Export' and 'Import' budget functions. retest
  3. To access the 'User Import Function' screen, click Import Budgets. (You will see the instructions as well as template spreadsheet to use)
  4. In the File Upload section, for Import Type, select either Append or Overwrite.
    Append: only users with no existing budgets will be added. NOTE - if there are errors in the file or a user already has an existing budget, the entire import will fail.
    Overwrite: adds budgets to users that do not have budgets set up and overwrites any user's pre-existing budget.   
  5. Click Select Files and upload the prepared CSV file. The system will automatically import the file. 
  6. If there is an error notification message 'Import Failed', check the Import Log for specific issues with the upload. Otherwise, you will see the 'Import Successful' message.