Importing Your Budget
Already have a marketing budget spreadsheet? Navigate to Budgets Tab to import your existing data. Getting your data into Etropo is straightforward:
- Upload your spreadsheet
- Wait about 60 seconds while we process your file
- Your data is ready - no manual mapping needed
When you upload your spreadsheet, our system automatically analyzes and processes your data. Here’s what we look for:
Line Items
We extract all your line items along with their associated data:
- Monthly values and spending plans
- Properties like owner and status
- Original currency for each entry
Cost Centers
Cost centers help you organize your spending by department, region, or any other structure that makes sense for your business.
- Each cost center consists of a label and a unique key
- Customize your cost centers at Budget Settings
Categories
Categories are crucial for analyzing and breaking down your budget effectively:
- We automatically detect categories from your spreadsheet
- Any items without a matching category go into an “Imported” category
Learn more on how to structure your budget in our guide
Currency Management
When signing up, you’ll select a default currency for your account. Etropo supports working with multiple currencies:
- Add additional currencies in your Currency Settings
- Each line item maintains its original currency
- For total calculations, we automatically convert amounts to your default currency
- Conversion rates are based on your settings