Overview
This guide provides step-by-step instructions on how to import revenue data, including fee splits, into Ezekia using JSON-formatted data within an Excel file. It covers best practices, common errors, and troubleshooting techniques to ensure a smooth import process.
File Format Requirements
Ezekia requires revenue entry information to be provided in JSON format as an array of objects in a single Excel cell. Each revenue entry should include:
- Amount (Required, no currency sign as your default will be used)
- Date (Format: YYYY-MM-DD, if not included then it will be entered as the date of the import)
- Probability (Optional, but if not using then enter 100 as the default, otherwise in multiples of 10, with no % sign)
- Owner (Required, Name and Type: "researcher")
- Note (Optional, but if not including a note leave the line in place but as a space " ")
- Fee Splits (Optional, must include recipient details as per below, otherwise close this section out after owner using "}]" )
Example JSON Format
[
{
"Amount": 250000.0,
"Date": "2025-06-10",
"Probability": 60,
"Note": "Confirmed placement fee for a key role.",
"Owner": {
"Type": "researcher",
"Name": "Firstname Surname"
},
"Fee Splits": [
{
"Percentage": 50.0,
"Recipient": {
"Type": "researcher",
"Name": "Firstname Surname",
"Email": "firstname.surname@example.com"
},
"Tag": "Lead Consultant"
},
{
"Percentage": 50.0,
"Recipient": {
"Type": "researcher",
"Name": "Firstname Surname",
"Email": "firstname.surname@example.com"
},
"Tag": "Supporting Consultant"
}
]
},
{
"Amount": 180000.0,
"Date": "2025-07-15",
"Probability": 80,
"Owner": {
"Type": "researcher",
"Name": "Firstname Surname"
},
"Note": "Fee associated with senior executive placement.",
"Fee Splits": [
{
"Percentage": 70.0,
"Recipient": {
"Type": "researcher",
"Name": "Firstname Surname",
"Email": "firstname.surname@example.com"
},
"Tag": "Primary Consultant"
},
{
"Percentage": 30.0,
"Recipient": {
"Type": "researcher",
"Name": "Firstname Surname",
"Email": "firstname.surname@example.com"
},
"Tag": "Support Consultant"
}
]
}
]There is an example spreadsheet attached to this guide, please refer to this and feel free to use it as a template.
Steps to Create the Import File
- Prepare an Excel file (or use the one attached) with the following columns:
- Project ID (Required)
- Assignment (Optional but advised)
- Revenues (Must contain all JSON formatted data in one cell)
- Ensure correct JSON formatting for all revenue entries.
- Save the file as an XLSX before importing into Ezekia.
Common Errors and Fixes
- Ensure the recipient's type is set to "researcher" and includes their correct Ezekia email address.
- Ensure the "Probability" field is formatted as a multiple of 10.
- The "Revenues" column should store JSON as a string within one Excel cell, ensuring correct escape characters.
- Double-check date formats before importing (YYYY-MM-DD).
- Ensure that all column headers match Ezekia's required format.
- Validate JSON structure before importing (perhaps use a JSON validator like https://jsonlint.com if needed).
- Test imports with a small sample file before processing full data to avoid large-scale issues.
If any problems arise, verify your JSON formatting and check for required fields. For further assistance, please contact Ezekia Support.