Uptempo Documentation Help

Create actuals by importing

In Uptempo, actuals are spend records from processed invoices that you compare against your budget forecasts. You can import actuals directly from a spreadsheet instead of entering them manually.

Prepare the import spreadsheet

Requirements

  • First row: The first row must be a header row with unique column names. If it's blank, you're prompted to add headers before the import proceeds.

  • Rows: Empty rows aren't accepted. You're prompted to delete them before the import proceeds.

  • Worksheets: The worksheet you're importing must be the first tab in the workbook.

  • Linked spreadsheets: Remove any linked spreadsheets from your file before importing. If the file includes linked spreadsheets, this causes an error during upload.

Field formatting

  • Unused Columns: You don't need to remove unused columns from your spreadsheet. Skip them during field mapping instead.

  • Date formats: Designate one date column as your primary date column. This column's format is used in reporting.

    Uptempo recognizes the following date formats:

    Template

    Format type

    Example

    MM/DD/YY

    Month/Day/Year, 2-digit year

    03/14/21

    DD/MM/YY

    Day/Month/Year, 2-digit year

    14/03/21

    M/DD/YYYY

    Month/Day/Year, 4-digit year

    3/14/2021

    DD/M/YYYY

    Day/Month/Year, 4-digit year

    14/3/2021

    YYYY-MM-DD

    Year-Month-Day

    2021-03-14

    DD-MMM-YY

    Day-Month abbreviation-Year

    14-Mar-21

    MMM-YY

    Month abbreviation-Year

    Mar-21

    M

    Month number only

    Month (1-12)

    M/DD/YYYY HH:MM:SS

    Month/Day/Year with time

    3/14/2021 18:25:16

    YYYY/M/DD HH:MM:SS

    Year/Month/Day with time

    2021/3/25 18:25:16

  • Multi-select fields: Uptempo recognizes Option, % as a single multi-select option with a specified percentage allocation.

    • Separate multiple options with ::. For example: Brand Awareness, 50.0::Lead Generation, 50.0.

    • Multi-select allocations must total 100% or the import fails.

    • Input options must match the multi-select field options exactly. Any variation in spelling or symbols creates duplicate options.

Duplicate handling

During import, Uptempo can check incoming records against existing actuals to detect duplicates. You can control how any duplicates are handled.

While setting up an import, you choose whether the system checks for duplicates at all, and how to identify a match (by specific fields or all fields). When a match is found, you choose whether to replace the existing record or ignore the incoming one.

Import actuals

Import actuals into Uptempo

  1. In the Budgets Budgets section, click Import Import > Actuals to open the Import Actuals setup assistant.

  2. Use the Import Location menu to select the budget for which you want to import actuals. Click Browse to choose your import file, then click Next.

  3. On the Assign Fields step, match your spreadsheet column headers to the associated import fields. Use the Date Format menu to select the date format used in your date columns, then click Next.

  4. On the Manage Duplicates step, choose how to handle duplicate records, then click Next. You can choose between these options:

    Match using specific spreadsheet field(s)

    Identifies duplicates based on matching one or more selected fields in the import file. Select the fields to use for matching in the fields panel.

    • Optional: Deselect Replace existing items with matches if you want to keep existing data in Uptempo whenever a duplicate is identified. Select this option to replace the existing data with data from the import file.

    Match using all spreadsheet fields

    Identifies duplicates based on matching all fields in the import file.

    Allow duplicates

    Skips duplicate detection. If duplicates exist in the import file, duplicate entries are created during import.

  5. Optional: On the Map Import Data step, identify the line items to map actuals to on the Define Mapping Rules tab:

    1. Use the Spreadsheet field menu to select the column that identifies the line item.

    2. Use the Uptempo field menu to select the equivalent Uptempo field.

    3. Optional: Use the Unique ID field regular expression field to define the mapping rule using a regular expression.

      • For identical matching, keep the default (.*).

      • For more complex mappings, see Import data.

    4. Click Apply Unique Rule, then switch to the Review Applied Rules tab and confirm the line items mapped correctly. If the mapping isn't correct, adjust your settings on the Define Mapping Rules tab and click Apply Unique Rule again.

  6. To start the import, click Action > Import on the Map Import Data step. Your import is processed, and a progress indicator is displayed.

  1. After the import finishes, check the import summary on the Review Import step to see the results. To exit the Import Actuals setup assistant, click Done.

The import is complete.

To review and manage mapped, unmapped, or duplicate items, go to the Budgets Budgets section and click Import History and Schedules Import History and Schedules for the folder, sub-folder, or investment plan you imported into.

    26 May 2026
    Import actualsMap imported actuals