This procedure outlines how to set up and run an import for the first time. Once set up, you can run it again as an action.
Before you begin
Ensure you have workspace administrator access and are in Blueprint view for the target module.
If you want to import parents and codes for your line items, ensure the source file has a column for each of these.
Example: You want to import Total sales as the parent for regional sales line items. Prepare your source file with the Regional sales line items in one column and another column, Parent. Enter the line item you want Regional sales to aggregate into, Total sales, under Parent.
|AMER Sales||Total sales|
|APAC Sales||Total sales|
|EMEA Sales||Total sales|
Import line items
To import line items from a file in Blueprint view:
- In the Data menu, select Import.
- Select Upload New File and browse for the file that contains the source data.
If you want to amend a file import that already exists, you can select a previous upload and then Edit.
- Check the import file options are correct.
- Select Next.
- In the Mapping tab of the import dialog, select items in the Source dropdowns to map the source column to the Line Item property field.
- Optionally, map source columns to the Parent and Code properties.
- Select either:
- Run Import.
A progress dialog displays as the import runs.
If you want to cancel the import, select Cancel in the top-right corner of the dialog.
The import saves as an action, but does not run.
- Run Import.
When the import completes, or if you cancel the import, an Import Completed dialog displays. This reports how many items imported successfully and any that did not. You can open the Details tab for a detailed report or select Close to exit the dialog.
If you import a parent item, it populates with a formula that adds together the other line items imported. Is Summary is also enabled. You can edit this if you want to use the item differently.