Steps to Import Your Forecast from Google Sheets
Prepare Your Google Sheet:
Ensure your forecast data is organized in a way that Agicap can interpret. Typically, this means having dates in one column and the corresponding financial figures in another. You can download a template by following step 2.
Access the Import Feature:
Log in to your Agicap account.
Navigate to the CashFlow section.
Click on Options and then on Import forecast
Connect Your Google Account:
If it's your first time importing, you'll be prompted to connect your Google account.
Follow the on-screen instructions to authorize Agicap to access your Google Sheets.
Select the Spreadsheet:
Choose the Google Sheet that contains your forecast data.
Select the specific worksheet if your file contains multiple sheets.
Map Your Data:
Align the columns from your Google Sheet with the corresponding fields in Agicap.
Confirm that dates and amounts are correctly matched.
Review and Import:
Preview the data to ensure everything is accurate.
Click Import to transfer the data into Agicap.
Verify Your Forecast:
Once imported, review your cashflow forecast in Agicap.
Make any necessary adjustments or categorizations.
Benefits of Importing Forecasts from Google Sheets
Time-Saving: Quickly integrate existing forecasts without manual data entry.
Up-to-Date Information: Keep your cashflow projections current with regular imports.
Improved Accuracy: Reduce errors by directly importing data from your source files.
💡 Tips
Regular Updates: Schedule regular imports to keep your forecasts aligned with the latest data.
Data Consistency: Ensure your Google Sheet follows a consistent format each time for smooth imports.
Use Categories: After importing, categorize your transactions for better analysis within Agicap.
Q&A ❓
Can I import multiple forecasts from different Google Sheets?
Yes! You can import data from multiple Google Sheets. Just repeat the import process for each file, and Agicap will consolidate the data into your cashflow plan.
What if I update my Google Sheet after importing?
If you make changes to your Google Sheet, simply re-import the data into Agicap to reflect the updates. This will overwrite the previous data with the latest information.
How does Agicap handle duplicate entries during import?
Agicap intelligently recognizes duplicate entries based on date and amount. During the import process, you'll have the option to review duplicates and choose whether to keep or discard them.