Setup › Import / Export

Import Assistant

Resume last importNew Import

Pick the record you are loading. Each import keeps its own column mapping, so a saved mapping can be reused next period without re-matching every column by hand.

1. Choose Import Type›2. Upload›3. Map›4. Run
Choose an import type
Budgets

Load budget amounts by account, period, department and class for a budget category.

Required columns: Account, Period, Subsidiary
Journal Entries

Post batches of balanced journals from a spreadsheet, one row per line.

Required columns: External ID, Account, Debit, Credit
Inventory Worksheet

Adjust on-hand quantity and value per item and location against a variance account.

Required columns: Item, Location, New Quantity
Statistical Journals

Load headcount, square footage and other statistical units used by allocations.

Required columns: Statistical Account, Unit, Amount
Advanced Intercompany JEs

Post one journal spanning several subsidiaries, with due-to and due-from lines generated.

Required columns: Subsidiary, Account, Debit, Credit
Recent import jobs
Last 30 days
JobTypeFileRowsImportedFailedStatusSubmitted
IMP-4821Journal Entriesaccruals-aug-2026.csv4804800Complete2026-08-21 16:42
IMP-4820Budgetsfy27-opex-budget.csv1,2401,22812Complete with errors2026-08-21 11:05
IMP-4819Inventory Worksheetla-dc-cyclecount-w34.csv3163160Complete2026-08-20 19:28
IMP-4818Statistical Journalsheadcount-jul-2026.csv96960Complete2026-08-20 09:14
IMP-4817Advanced Intercompany JEsic-recharge-q3.csv2082044Complete with errors2026-08-19 15:50
IMP-4816Journal Entriespayroll-je-2026-07.csv6546540Complete2026-08-18 08:33
IMP-4815Budgetsfy27-capex-budget.csv3883880Complete2026-08-17 17:11
IMP-4814Inventory Worksheetamsterdam-dc-recount.csv1420142Failed2026-08-17 10:02
IMP-4813Journal Entriesfx-reval-jul-2026.csv72720Complete2026-08-16 13:47
IMP-4812Statistical Journalsfloor-space-2026.csv44440Complete2026-08-15 12:20
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