Fix Budget Upload Errors and Replace Existing Data

If your budget upload fails due to formatting or validation issues, Rillet provides detailed error feedback to help you quickly correct and re-upload your data.

To fix validation errors:

1. After uploading your file, Rillet will display a summary card listing any issues it found.

2. Select the Click here to see the full report link at the bottom of the card to view detailed errors, including:

• The line number in the file

• The field or value that caused the error

• A clear explanation of the problem

  

1. (Optional):Click Export to download a version of the file showing only invalid rows

1. Fix the issues directly in your original file.

2. Re-upload the corrected file using the same Budget Upload section.

When you upload a corrected budget file, Rillet replaces existing rows only if the key fields match exactly. These key fields include Vendor, Account, Department, and any custom fields configured for your budget. To ensure existing data is properly updated instead of duplicated, use the same values in these fields as in your previous upload. If the values differ, Rillet will treat the row as new and won't replace the original one.

Once successfully uploaded, your corrected budget will replace previous entries and reflect immediately in the Budget vs Actuals report.