Formatting a CSV File for Budget Upload

Before you can use the Budget Upload tool, you must first create a CSV file containing the budget information using the format requirements outlined below.

Note:  The steps outlined in this procedure may vary depending on the version of Microsoft Excel you are currently using. For details regarding your specific version of Excel, see the Microsoft Excel help documentation.

  1. Open Microsoft Excel to a blank spreadsheet.

    Microsoft Excel

  2. Click File, then select Save As and save the file as a CSV (Comma delimited) (*.csv) file.

  3. Next, open a blank worksheet in Exceland select Data> From Text, then open the CSV file you created in step 2.

  4. Right-click each column heading you plan to use and select Format Cells from the pop-up menu, then select Text in the Category field of the Number tab and click OK.

  5. Click File and select Save As, then save the worksheet as a CSV file.

  6. You can now enter the required data using the following layout. It is imperative that the spreadsheet matches the exact layout as specified. If it does not, the file will not upload successfully.

    Note:  You cannot have a header row in the CSV file. The upload will not work if there is a header row.

    Note:  Any field longer than 260 characters will cause an interface error with the CSV file.

    Data Requirements
    Company 2 character field
    Division 2 character field
    Account 5 character field
    Cost Center 3 character field
    Month 1 Amount Numeric
    Month 2 Amount Numeric
    Month 3 Amount Numeric
    Month 4 Amount Numeric
    Month 5 Amount Numeric
    Month 6 Amount Numeric
    Month 7 Amount Numeric
    Month 8 Amount Numeric
    Month 9 Amount Numeric
    Month 10 Amount Numeric
    Month 11 Amount Numeric
    Month 12 Amount Numeric

  7. After entering the appropriate data, select a column heading, then open the Data tab and click Text to Columns.
    The Convert Text to Columns Wizard will appear.

    Convert Text to Columns Wizard

  8. In the Convert Text to Columns Wizard, make sure Delimited is selected in the Original Data Type field, then click Next.
    The Convert Text to Columns Wizard will refresh.

    Convert Text to Columns Wizard

  9. In the Delimiters field, un-check the Tab option and select Comma, then click Next.
    The Convert Text to Columns Wizard will refresh again.

    Convert Text to Columns Wizard

  10. In the Column Data Format field, select Text then click Finish.

  11. Repeat steps 7-10 for each data column in the spreadsheet and save the file.

Post-requisite: After you have properly formatted the CSV file, you can upload it to IntelliDealer. See Up Loading Budget Information to IntelliDealer.

Revision: 2024.11