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Importing Actuals Via Excel

If you want to import your actuals from Excel, follow these simple instructions.

Go to your actuals tab and click the blue 'import actuals' button.

You will be prompted to download the template which the system uses to pull the data into GearShift.

Click download template and the template will automatically be downloaded into your files.

Open the template and input your data. Save the spreadsheet with a memorable name.

Click next on the same page as you downloaded the template from.

Click browse and upload your actuals file and click 'import'.

You should then see this message:

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