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Batch processing

Import a single type of data into multiple binders

  1. Select
    Batch
    , then
    Batch Process
    .
  2. Select 1 of the following tabs:
    Consolidation
    ,
    Binder groups
    , or
    Binder tags
    .
    note
    Category: International
     is only available for
    Binder groups
    .
  3. Select the
    Year
     from the dropdown.
  4. Select the consolidation, binder group, or binder tag from the list.
  5. Select
    Next
    .
  6. In the
    Binder tasks
     section, select
    Import
     .
  7. Select the
    Category
    ,
    Type
    , and
    Import Mode
    .
    note
    The
    Type
     and
    Import Mode
     are dependent on the
    Category
     selected.
  8. If you select
    Add and replace entries
     as the
    Import Mode
    , the import looks for a record with the same values, except for the amount:
    1. If the system finds a match, all amounts on the existing row are replaced in their entirety by the data in the import file. If a match isn't found, a new record is added.
    2. When you select
      Replace All
      , the import process permanently deletes all existing data for each entity in the import file, regardless of the extent of data within the import file for an entity.
      note
      Replace All
       only deletes existing information for a selected binder (in the
      Consolidation
      ,
      Binder Group
       or
      Binder Tag
      ) when there is at least 1 valid record for the entity in the import file.
      caution
      Using
      Replace All
       permanently deletes information from ONESOURCE Income Tax.
  9. Select
    Browse for File
    .
  10. Select the batch file to import, then
    Next
    .
  11. Select an existing template or
    New Template
    .
  12. Review or enter the
    Template Name
     and
    Start Row
    .
  13. Change
    Select Header
     to the header matching the data in each column.
    *Entity Number
     is required. Other headers with
    *
     are required, depending on the selected import type.
  14. Select
    Submit
    .
  15. In
    Batch Status
    , the
    Status
     column displays
    Processing
    ,
    Complete
    ,
    Completed with Errors
     or
    Error
    . Select
    Refresh
     to update the status.
  16. In the
    Actions
     column, select
    Details
     to view the status by binder, or
    Download
     to export the
    Error Messages
     file.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Subject: Import

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