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Access control imports

For all import types except for new users (see Group and new user import), use an Excel worksheet.
  • Enter each field's data into separate columns (Field Number 1 in Column A, Field Number 2 in Column B, Field Number 3 in Column C, and so on). Once you've entered all the data, save the file as a .csv (comma-separated values) file. If you have numeric account numbers that start with a leading zero, format these numbers as text by adding a leading apostrophe.
  • For all imports except the Locator – Group Assignment, use placeholders after the first row for Group Name and Group Location. On the first row, fill in Group Name in Column A and Group Location in Column B. For subsequent rows, leave Columns A and B blank unless you need to specify a different Group Name or Group Location.
  • For Locator – Group Assignment imports, make sure each row or record in the import file contains all five specified fields in the required data format.

Import process

  1. From the Access Control Imports page, from the
    Import type
     drop-down, select the appropriate option.
  2. Select Files
    .
  3. Specify the location on your computer or network where the Excel .csv import file for new groups is located.
  4. Select the location where the .csv import file is located. Only files with the filename extension “.csv”, which typically designates a comma-delimited file, are allowed for Access Control Import.
  5. Select
    Open
     on the
    Browse for Folder
     dialog. The file in the selected folder with a filename extension of “.csv” appears in the file
    Upload
     dialog.
  6. To start the import of the selected file, select
    Upload
    . To cancel the import, select
    Clear List
    .
  7. When the import is complete, the New Group Import results appear, and the data from the import file and the import status of each record appear.
  8. Select
    Continue
     to end the import process and return to the Access Control Imports screen.
Data format for importing group accounts
Field #
Contents
Explanation
1
Group name
Group name, alphanumeric and spaces, maximum 20 characters
2
Group location
Group Location, alphanumeric and spaces, maximum 20 characters
3
Account
4-character alphanumeric code assigned by Thomson Reuters
4
Access Type
Three valid values: Full, Limited, or Preparer

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Setup, User account
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