What is a Scheduled Import?


Importing your financial data from your ERP system into Allocadia allows you to centralize and reconcile your bottom up plan with your Purchase Orders (POs) and Actuals. Scheduled Imports allow you to consistently update your marketing spend data on a regular cadence to reflect the latest expected costs based on your organization’s financial processes.

To view details of Scheduled Imports:

  1. On the Home tab, click the Import History icon in line with your desired Folder, Sub-folder, and workspace 
  2. On the Import History and Schedules pop up window, switch over to the Schedules Tab
    Note: Clicking on the yellow warning sign icon allows you to view the details if a Scheduled Import fails.
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