About Importing Actual KBI Values

Budgeter has the capability of importing information from outside systems such as a PMS or other accounting system, to populate the desired areas within the program. Importing probably won't enter all your actuals; you will need to manually enter any data that the importing process doesn't provide.

If you are unable to import data, you should proceed to Manually Entering Actual KBI Values to manually enter actual KBI values.

Terms & Definitions

Select Period	Allows you to choose the period for which the data is being imported.
Interface Class	Displays the location and name of the interface used for the database. This field is for Watson technical support use only.
Import Path	If this field is active, Tech Support will tell you what to enter in this field.
Browse	Allows you to locate the desired data file (that was created from an outside source).
Import	Tells Watson to perform the appropriate tasks to import the file into Budgeter.
Load Interface	Loads new or updated interfaces for file import and/or export, which have been created by UniFocus at the user's request. Generally, Watson technical support will inform you of when you will need to use this option. Each interface needs to be loaded into your database.

Importing Actual KBI Values

To import actual KBI values:

Choose the Actuals tab on the main screen.
Click Enter Actual KBI Values in the task list. The Enter Actual KBI Values screen appears.
Select Import KBIs from the Related Tasks menu. The Import Actual KBI Values screen appears.
Select a period from the Select Period drop-down.
Determine if the words Not Set appear below Interface Class.
- If the words Not Set do appear:
  - Click the Load Interface button.
  - Browse for your file and click the Open button.
- If something other than the term Not Set appears, proceed to Step 6.
Click the Browse button and locate the file you wish to import per the instructions from Tech Support, if appropriate.
Click OK.
Click the Import button. A message saying that the data has been successfully imported will appear in the bottom field.
Click the Close button.