When you need to make updates to many different budgets, the Budget Bulk Upload feature is helpful. You can also update budgets manually, one-by-one, by following the steps outlined here.
How does the bulk edit process work?
Shopperations uses a pre-populated upload template that includes a key field - Budget System ID. When budgets are created in Shopperations, each one is coded automatically with a Budget System ID. This unique identifier allows Shopperations to understand that it should update existing budgets (based on the System ID) versus create a new budget.
To make bulk edits:
1. Download the Budget export from Shopperations. The Budget Export is the pre-populated template for editing existing budgets. For details on downloading existing budgets, see this Help Center Article.
2. Use the excel export to update the Disbursed Amount field for budgets as needed. It's important to leave the first column with the Budget System IDs intact/untouched.
3. Send the file to your Shopperations Customer Success lead for uploading.
4. You will be notified via email once the upload has been completed.
IMPORTANT: The bulk upload process can be used to make updates to other fields as well, but extra attention must be paid to fields that require an exact match to the organization's settings.
For example, if you wish to update the Budget Owner field, the new value must be an existing Budget Owner (or Admin) in Shopperations with access to that specific Team. The format must be the exact email address used to register.
Here is a summary of fields and their requirements:
| Budget System ID | Do not change- system generated |
| Budget Name | Any text/number allowed |
| Fiscal Year | Exact match required |
| Team | Exact match required |
| Retailer | Exact match required/ dependent field |
| Budget Category | Exact match required |
| Budget Brand | Exact match required/ dependent field |
| Budget Product | Exact match required/ dependent field |
| Budget Type | Exact match required |
| Budget Designation | Exact match required |
| Budget Number | Any text/number allowed |
| Budget Disbursed | Any number allowed |
| Budget Owner | Exact match required |
| Budget Timing | Exact match required |