![]() You likely have Actuals data that exists outside of your general ledger that you'd like to include in Jirav. ![]() For example, key performance indicators such as number of customers, website traffic, and number of demo requests. This type of data can be captured in Custom Tables within Jirav. Once your Custom Table is defined, you can then begin importing Actuals via a connected Google Sheet or Excel.īefore you can import actuals from Google Sheet or Excel, you must first configure the lines within a Custom Table. To import Actuals to your Custom Table from a Google Sheet, follow these steps: Click here for instructions on how to create a Custom Table. Access your GoogleSheet Import TemplateĪfter authorizing Jirav to access your Google account, you'll receive a confirmation message letting you know that the connection was successful.Go to Setup ⚙️ > Actuals and select CREATE next to the Google Sheets icon under the Custom section, sign into Google, and authorize Jirav FP&A to access your Google account. ![]() Populate your Google Sheet Import Template.Click on the link in the confirmation message to access the Google Sheet import template.
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