Below are some helpful tips when importing data from your CSV file into a specific folio revenue:

FOLIO Field	Import Notes
Category	Defines the category of the revenue. Possible values are OPEX - to define an operating revenue SALARY - to define a Consulting revenue CAPEX - to define a non-operating revenue Default value if none specified : OPEX
Type	Defines the type of a revenue or the title of a consulting revenue Default value if none specified : *With no type
Name	The name of the revenue Mandatory - must be specified int the case of revenue
Description	You can specify a description for the revenue/consulting revenue Optional
Reporter	You can specify a reporter for the revenue/consulting revenue Default value if none specified : The importer
Start date	You must specify the date on which the revenue occurred or if recurring or a consulting revenue the starting date. Mandatory - must be specified
End date	You can specify the date on which the revenue/consulting revenue ends. Mandatory - must be specified in the case of a consulting revenue
Custom fields	Define the value for a specific custom field Optional
REVENUE	SPECIFIC
Amount	The amount of the revenue Mandatory - must be specified if row is a revenue
Amortized	You can specify if the revenue is amortized or not. Possible values are TRUE - if amortized FALSE - if not amortized Default value if none specified : FALSE
Frequency	You can specify the frequency of the recurring revenue. Possible values are ONCE WEEKLY MONTHLY YEARLY Default value if none specified : ONCE
Repeat every	You can specify a "repeat frequency" for the recurring revenues e.g. Repeat every 2 weeks Default value if none specified : 1
Occurrences	You can specify a maximum number of occurrences for the recurring revenues. Optional
Repeat on	You can specify which days of the week the recurring revenue occurred Possible values are SU - for Sunday MO - for Monday TU - for Tuesday WE - for Wednesday TH - for Thursday FR - for Friday SA - for Saturday Is mandatory if the frequency is set to WEEKLY
Repeat by	You can specify when the monthly recurring revenue occurred - Available only if the frequency is MONTHLY Possible values are DAY OF MONTH - for the recurrence to be based on the day of the month e.g. Monthly on day 31 DAY OF WEEK - for the recurrence to be based on the week day e.g. Monthly on the first Tuesday Default value if none specified : DAY OF MONTH
CONSULTING	SPECIFIC
Wage	You can specify a wage for the consulting revenue (hourly rate). Optional if the consulting revenue already exists in folio else must be defined.
Allocation	You can specify the billable ratio (%) - Portion of the worked hours that are billable. Default value if none specified : 100%
Worked Hours	You can specify the hours worked in the period defined by the start date and end date Default value if none specified : Computed based on allocation table

You must have the edit rights on the folio to be able to import data.

CSV Example for revenue

"Category","Type","Name","Member","Description","Reporter","Amount","Amortized","Wage","Allocation","Worked Hours","Start date","End date","Frequency","Repeat every","Occurrences","Repeat on","Repeat by"
"SALARY","Scrum Master","admin","admin","Part time as a Scrum Master for sub team B.","admin","","","50.00","45.0000","","2013/08/31","2014/05/18","","","","",""
"SALARY","Development","admin","admin","Part time as a senior JAVA dev on sub team A.","admin","","","55.00","55.0000","","2013/08/31","2014/05/18","","","","",""
"SALARY","Development","admin","admin","Part time as a senior JAVA dev on sub team A.","admin","","","","","270.40","2013/08/31","2013/12/01","","","","",""
"OPEX","Sales","Licenses","","Revenue originating directly from the licensing sales.","admin","3,000.00","","","","","2013/08/31","2013/10/30","MONTHLY","1","","","DAY_OF_MONTH"
"CAPEX","Memberships","Parking fees","","From the parking fees charged to the employees. Hide a bike!","admin","1,200.00","","","","","2013/10/31","","MONTHLY","1","","","DAY_OF_MONTH"

CSV Example for importing billable hours

"Member","type","Worked Hours","Start date","End date"
"admin","Scrum Master",50,31/08/13,15/09/13
"admin","Scrum Master",52,16/09/13,30/09/13
"admin","Scrum Master",45,01/10/13,15/10/13

When importing billable hours you must specify the member (JIRA user key) and the its title.

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