Operational Budgeting - Import Accounts from the Financials Tool

Import account figures from versions that are provided to the ClearGov Financials tool. Utilizing this importing tool will allow any version, budgeted or actual, that is currently loaded into the onboarding tool to be pushed into the In Progress column(s). 

There are 4 main steps to the importing process. Select any of the steps below to navigate directly to the section. 

1. Start the Process
2. Select the Data Source
3. Review the Data
4. Import to the In Progress column(s)

Step 1: Select the Accounts from Financials import

From the Worksheet tab in your operational budget select the Import button. Choose the Accounts from Financials option and select the Continue to Next step button. 

Step 2: Select a Data Source

On the Data Source step, choose the Version(s) you want to import into the In Progress column(s). Use the filtering and features to help you find the Version you need quicker. Select the Continue to Next Step button when ready.

Note: If you are a Biennial Budget, you will be able to select two versions for your two Fiscal Years.

Step 3: Review the Data to be imported

Lastly, review and refine the line items you wish to import and select the Import Accounts button. You can also choose the Rounding Options for your financial figures as needed. 

Note: When importing from the Financials Tool any accounts with itemizations will be skipped. Toggle on the skipped accounts to view accounts that will be skipped during import. You can also Export these accounts to reference after the import. 

Step 4: Import to the In Progress Column

If you've made any changes in the Financials tool to this version of data, select Refresh Data before importing to refresh the import before importing into the Operational Budget. 

When ready, select the Import Accounts button. You will see a success message if the import was successful. If you receive an error message, please try again.