Import Templates

Overview

For some tasks, nothing can beat Excel. To make it easier for you to import data from Excel, we have created standard formatted templates. There are many more screens into which data can be imported. For more information on how to import and export, please see Exporting and Importing Data.

Considerations

  • The attached import templates are system defaults – this means that they will only work if no customizations have been made to these screens. Due to system configuration, your system may have a different column order and different fields. If you have made customizations to these programs, please perform an EXPORT on the screen you wish to import, in order to have a copy of the required format. Clear all cells with data, leaving the header row, and use that as a new IMPORT. Then, proceed to upload that template into the system.
  • When filling out fields in templates, it is important to not include any spaces when entering in any pre-existing codes as this will result in errors.
  • The AP Invoice Import can only be used for invoices that only have one debit/expense line. However, one can import all invoices as single-expense line invoices and then also import invoice distributions after opening each individual invoice.

Import Files

The following default import templates can be downloaded:

Enterprise

CMIC FIELD R12