Use the COMMITLY Excel Add-in to import your own plan figures into COMMITLY.
The following steps are required:
Create an empty plan in COMMITLY - find the details here
Install the COMMITLY Excel Add-in
Prepare Excel for the export to COMMITLY
IMPORTANT: Never import directly into the Forecast. The import runs via the Direct API and therefore cannot be undone.
For this reason, always create a separate plan to import into. That way, if there are errors, the plan created for the import can always be deleted.
Working with the installed COMMITLY Excel Add-in
After you have installed the add-in:
Connect Excel to COMMITLY by clicking Authorize.
First, load the existing plans in your company
Then click Import Categories and load your categories
After importing categories, you can create the export template. Click Create Template
Once the export template has been created
Select the start and end date
Select the plan you want to export your data to
Now you can fill the template with your figures and select/assign the categories
In the last step, you export your prepared data under “Export Data” directly to COMMITLY.
Video:
See how importing your plan figures with the COMMITLY Excel Add-in works.
Watch now and get started!
Optional: More detailed timing within a month
TIP: To make the planning more realistic in terms of timing, define the desired payment date for each import row. For example:
Salary payments always at the end of the month,
Payment of payroll taxes and contributions in the middle of the month, and
rent at the beginning of the month.
To do this, simply enter the desired payment day in the column Date(1-31). This way, you can also plan your revenue with more detailed timing, for example.
If you do not enter a payment day, COMMITLY uses the 15th as the default payment day.
