Scheduled Imports in Allocadia allow you to automate the process of Importing POs and Actuals through an FTP or SFTP server into the application on an established cadence. Editing Scheduled Imports allow you to keep your financial spend data in Allocadia up to date and align with your finance system and business processes.
- On the Home tab, click the Import History icon in line with your desired Folder, Sub-folder or Marketing Activity
- On the Import History and Schedules window, switch to the Schedules tab
- Select the gear icon, enter your adjustments accordingly then click the Save button