Editing a Scheduled Import

Optimize.png  


Persona-ArticleFor.pngPersona-Marketer.pngPersona-MarketingOps.png

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.

  1. On the Home Tab, click the Import History icon in line with your desired Folder, Sub-folder or workspace
  2. On the Import History and Schedules window, switch to the Schedules Tab
  3. Select the gear icon, enter your adjustments accordingly then click the Save button
Note: You can also disable or re-enable an existing scheduled import by pressing the stop and play icons.
Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.