Web Chat: Amplify Calxa with Imports and Exports
15/07/2026 @ 11:00 am - 11:30 am AEST
Free
This Calxa import and export session will show you how sometimes importing and/or exporting data can be the most effective way to maximise your use of Calxa. Whether you are bringing in your initial data or updating existing settings, the Calxa import and export functions can help you. However, there are many other uses:
- Import budgets from spreadsheets or other systems
- Set up your Manual Organisation with your chart of accounts, cost centres, opening balances and monthly actuals
- Perform bulk updates on your Account Trees and Business Unit Trees.
- Back up your Calxa data before or after major updates
What you Will Learn
Register for this Calxa Import and Export session to learn how to better configure Calxa to do more detailed budgets and more flexible reports. As a result, you will learn:
- Why you import and export data in Calxa
- What type of data is most useful in this setting
- When to export data to facilitate an import
- How to use the import/export functions to configure bulk updates
Our Web Chats are interactive sessions where you will have an opportunity to ask questions along the way.
Who Should Attend the Calxa Import and Export Session
Attend this Web Chat to learn more on how to solve specific problems with Calxa, get an update on the latest features and maximise the power of Calxa software. This import and export data session is perfect for you if you:
- Consolidate Multi Organisation Groups
- Use Manual Calxa Organisations
- Want to adapt your budgets or reports to your organisation’s needs
- Need to protect your setup with additional backups
About Web Chats
You will find these free Web Chats introduce the way Calxa can assist your finance team with providing information to management and stakeholders in a concise and consistent format that is easy to read and understand at every level through a range of Dashboards, Charts and Financial Reports.
Each Web Chat focuses on a different solution or a new way of preparing information for different audiences, these sessions are held monthly and are presented by one of our specialists. Attendees are invited to send through their questions and participate during the Q&A session.
If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Web Chats to see what topics are going to be discussed.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central and NetSuite.
The professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets, tracking of cost centre performance and consolidation of multiple companies. Good financial reporting will help your organisation and key stakeholders make better decisions.
We understand people learn in different ways. Therefore, we provide you with various learning options.
- Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
- Join us for our weekly and monthly live webinars. You can register here.
- If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
- Or book an onboarding session with our support team to ask those questions important to you.
Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.