The Design and purpose of the Data Template is to allow you to add your data and export it into a CSV file that FS (Forecasted Solutions) can then load into our database. You can use the Excel spreadsheet to update your data or you can use it to generate the export files and then use these CSV files as templates to automate your data into the same format for upload to FS. You can zip all the files into one or more zip file(s) to send to the FTP folder. FS will unzip any found zip files then process the files. You just have to make sure you have all the files in the folder for the FS engine to process them.

The Excel Data Template has the following Tabs

Implementation Checklist

Data Transfer Workbook