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1. Navigate to Users → Website Users.
   
   
2. Hover over Options at the top right corner of the screen to display the 'Export' and 'Import' budget functions. retest
   
   
   
3. To access the 'User Import Function' screen, click Import Budgets.
   
   
4. In the File Upload section, for Import Type, select either Append or Overwrite.
   Append: only users with no existing budgets will be added
   Overwrite: adds budgets to users that do not have budgets set up and overwrites any pre-existing budgets   
   
   
5. Click Select Files and upload the prepared CSV file. The system will automatically import the file. 
   
   
6. If there is an error notification message 'Import Failed', check the Import Log for specific issues with the upload. Otherwise, you will see the 'Import Successful' message.
    

3. Delete a User Budget

1. Navigate to Users → Website Users.
   
   
2. Use the User Search tool to find a particular user.
   
   
3. Click Edit for the user.
   
   
4. In the Customer Details section, click the Budget button for the Customer Account you want to add the budget limit to. (Note - there may only be one Customer account.)
    
   
   
5. In the 'User Budget Management' popup, click the Delete Budget button at the bottom.  Budget details will be deleted from the fields and you will see a popup message confirming success.  
   

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