Overview
The Input Table in a Basis Block is crucial for storing operational data for financial analysis. There are four primary methods to populate this table with data.
Manual Entry + Map to Integration
Use Case: Adding a new product line.
Let's say your company wishes to add a new product line next quarter. You can manually add a line item in the Revenue Block, name it, and project expected revenue.
This automatically updates the Output Metrics that sum up the entire Revenue Block. When this planned account is ultimately added to your connected ERP provider, you can manually map this line item to the remote account using the Unmapped Line Item feature.
Open the integration modal and expand Unmapped Line Items
Select the line item you wish to map and click Add Map
Choose the integration account to map to and Save
Your data will stream in within a few moments
Importing Data from a CSV File
Ideal For: Bulk data import.
Process:
Locate the import feature in any editable Block.
Download and fill out the CSV template.
Upload the completed template.
Allow a few seconds for data to load into the Input Table.
Matching Line Items in Blocks
You may be wondering, what unique key does the Block use to match line items from a CSV import?
Key for Matching: Basis uses the 'Name' column in tables to match line items from a CSV file.
💡 Best Practice: Ensure unique identifiers for row names, often by concatenating key fields.
Import Data from Integrations
Integrations are managed in the Integrations section of the app. Once a data source is connected to Basis, you can access pre-transformed data from any Block.
Select Import -> Integration
This brings up a modal with integrations connected to your company. Choose the Integration to import or manage on this Block.
Import Data from Integrations
You're able to bring in data from connected Integrations. The beautify of using a connected integration is that Basis will continue pulling data from the provider to stay in sync.
Managing Integrations:
Access this feature in the 'Integrations' section.
Select 'Import' -> 'Integration', and choose the relevant integration.
Import Process:
Select individual accounts or use 'Select All' for groups.
Search for specific accounts if needed.
Enable 'Show Accounts with no transactions' to see all accounts that exist with no transactions tagged to them.
If your integration has Class Account categorization enabled, you'll also be able to add 'Accounts by Class'.
Save Integration settings for synchronization.
Pre-categorized accounts will automatically populate within your integration connector. From this modal, you can view accounts that have already been imported into your Block or import and sync new ones.
Save Integration Settings
Click Save Integration. Line items will be automatically created in your Block and synced with the remote integration account.
Note on Actuals and Synchronization
Actuals for line items in Basis update according to your plan's schedule, typically nightly. An icon on the line item indicates its connection to a remote integration account.