Import Data
Download the pre-formatted Excel template, fill in your data, then upload it here. Only valid, non-duplicate rows are imported.
Step 1 — Get the template
The template has six tabs (Ledger Entries, Scopes, Invoices, Invoice Items, Subcontractors, Procurement) with a worked example row and a Read Me listing the exact allowed values for evidence status, cost categories, project IDs and scopes.
Step 2 — Upload and validate
Rows are validated against your current projects, scopes and evidence statuses. Invalid rows are skipped and listed; duplicate ledger entries are flagged before anything is written.