About the Microsoft Excel import
The Microsoft Excel integration lets you import your existing forecast data from an Excel template into Liquid. You can also add employees to the forecast in bulk.
Support for imports based on an annual forecast template (12-month template)
Import of revenue, costs, journal entries, and employees
Also supports the import of individual transactions for revenue, costs, and journal entries.
What do you need for the Microsoft Excel import in Liquid?
You need the Annual Forecast Excel Template, which you can download in its latest version. In the template, you enter the company name and the calendar year of the forecast. For each row, you only enter the general ledger account number, and that account must also exist in Liquid.
Once the template is filled in, save the .XLSX file to your computer under a name of your choice. Then go to Accounts in Liquid and choose Excel Import. Click the New import button in the top right and follow the steps. It can take up to 10 seconds for all transactions to be imported.
Employees work differently: go to Data in Liquid and choose Staff. For this, you use a separate template, the Staff Import Template. This employee template is available for Liquid Pro.
How do I use the Microsoft Excel integration?
Go to Liquid User Support for additional instructions.
