Sigma Online User Manual
Example Tag CSV File for Importing Accounts into Budgets
Creating the Tag CSV File for Accounts in one Site Group
If you want to set individually monthly figures, you can create the Budget, then use the Importing Activity to add the figures.
It is important to fill out the CSV correctly to avoid creating incorrect data. Use the below guide to help you:
- The Black writing indicates the Tags or default values (Do NOT change)
- The Red writing indicates data that you will need to add
Note: The file can have as many rows as you need.
Remember to save the File as a CSV in order to import it.
Accounts Example Tag CSV File
Example Import CSV File for importing Account with different Site Groups.csv
Note: Click on the link above, then click 
and click on 
to download the CSV file.
Explaining the Tag CSV File
| Column/Row | Requirement |
|---|---|
| Column B | Organisation name, ie TRAINING ACADEMY |
| Column D | Site Group Name, ie Local Authority |
| Column F | Site Name, ie LA Dixon Control Centre |
| Column H | Account Number (same as Column L), ie 1005682 |
| Column I | Commodity, ie Electricity |
| Column K | Budget Group Name, ie Budget 20/21 |
| Column L | Account Number (same as Column H), ie 1005682 |
| Column N | Target (leave blank if you want to use the same figure as the Budget, ie -5 |
| Column O | Start Date of the Budget, ie 01/04/2020 |
| Column P | End Date of the Budget, ie 01/04/2021 |
| Columns Q to AB | The monthly Budget figures, ie 6975.68 |
Importing the Tag CSV File
Return to the Budget Creation - Importing Individual Budget Figures page for details on how to import the CSV File.
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