As a workspace administrator, you can import line items from a TXT or CSV file. You can also import from a ZIP file as long as it contains only one file in a TXT or CSV format.

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.

Note: This procedure is to import new line items, their parents and codes from a file. You can also import line items from another model. To import line item data, see our procedure to import data into modules from a file. 

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.

Regional salesParent
AMER SalesTotal sales
APAC SalesTotal sales
EMEA SalesTotal sales

Note: If you import a blank parent for an item that already has a parent, this removes the parent.

Import line items

To import line items from a file in Blueprint view:

  1. In the Data menu, select Import.
  2. 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.
  3. Check the import file options are correct.
  4. Select Next.
  5. 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.
  6. Optionally, map source columns to the Parent and Code properties.
  7. 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.
    • OK.
      The import saves as an action, but does not run.

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. 

You can then publish the import action to a dashboard or add it to a page in the user experience.

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.