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Customer Budgets

edited Dec 3, 2019 12:34PM in Account Administration

Hello All,

I am looking to csv customer budgets in by month for 2015, but cannot seem to find a place that tells me what fields are required to map for the csv.  I read the help (not very helpful in my case) and do not want to make a mistake and erase the company budgets.

Can anyone give me a clue about where to get the information and how to go about the import?

Thanks in advance!

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