CSV Imports

Every import works the same way: Download template, fill it in, choose the file, Check file, then Import. The file is a UTF-8 CSV with a header row. All rows are imported, or none: if the check finds problems, it lists them by row and column and nothing is written.

Budget imports

On a budget’s page:

Import	When	Who	Notes
Import lines (CSV)	Draft budgets	The budget’s owner, admins	One line per row. Category is a category name; parent is another line’s name, for a sub-line.
Import actuals (CSV)	Active budgets	Finance approvers, admins	One actual per row, in the base currency. Line is a line’s name or id; date is YYYY-MM-DD. A reference already imported is skipped, so importing the same file twice is safe.

If actuals would take a line over budget: on a Block budget nothing can be imported; on a Warn budget you can Check with override and give a reason, which is audited.

Stock imports

Stock → Items → CSV imports:

Import	Who	Notes
Import items (CSV)	Stock managers, admins	One item per row. Category is a name and is created if missing; tracksLots and tracksExpiry are true or false.
Import opening balances (CSV)	Stock managers, admins	The stock a location starts with, one lot per row. Refused for an item that already has movements there.
Import issues (CSV)	Stock managers, admins, storekeepers	Distributions done offline, one per row: item, quantity and date, plus optional reference, lot, description, programme, purpose and grant (used by the distribution report). Lots are taken first-expiry-first-out when lot is empty; a reference already imported is skipped.