How to Import a Fiscal Calendar

Summary:

This guide walks you through downloading the import template, preparing your fiscal calendar data, and successfully importing it into Cora. Follow the formatting rules carefully to avoid errors during the import process.

Step-by-Step Instructions

1. Download the Template

·         Go to Administration > Business Planning > Fiscal Calendar.

·         Click the “Export” button to view the correct format.

Note: Do not delete or reorder columns—even if unused. 

Column headers in red are required.

2. Prepare Your Data

·         Clear any existing data in the file, but retain the column headers.

·         Populate the file using the rules below:

3. Import the Data

·         Go to Administration > Business Planning > Fiscal Calendar.

·         Click “Import”.

·         Select “Choose File” and upload your file.

4. Review Messages

·         ✅ Success: File is correctly formatted.

·         ⚠️ Warning: Pop-up will explain issues. Update and re-upload if needed.

·         If successful, click “Import” to complete.

5. Verify Your Data

·         Review your newly imported fiscal calendar records to confirm accuracy.