What is a Scheduled Import?

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Importing your financial data from your ERP system into Allocadia allows you to centralize and reconcile your bottoms-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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