Budget Software

Envisio’s data integration allows you to easily import key performance data from your Questica into Envisio.

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Integrate Questica

With a single, central place for your performance data, you can streamline and automate data collection. Choose to integrate Questica data into Envisio using data entry, file uploads, or embedded visualizations.

Data Entry

This method works well if you have a small amount of summary data that can easily be copied and pasted, or typed out. For example, this could be a small summary of expenses or survey results.

.CSV File Upload

This method is perfect for small to medium-sized data that can be regularly exported into a .CSV format. This option allows you to bulk upload bigger sets of like a monthly summary of expenses or survey results.

Embed Visualizations

This method works great for medium-large amounts of data (>50MB) that you want automatically refreshed in Envisio. Upload .CSV files using an automation script, or upload manually using an SFTP client like Filezilla.

"For us, our strategic roadmap is what we’re going to do in service of those values. And from there, every year our budget becomes our annual action plan–what we’re going to do and what we’re going to measure. That annual action plan gets translated into actions in Envisio, and we report on them on a quarterly basis. We work to highlight wins and successes, and then we talk about what the challenges have been and what kind of support is needed to move forward. We bring everyone together, our entire executive team, once a quarter to review all these action items."

Kirsten Decker, Manager of Strategy and Evaluation, Denver Public Library, CO