Batch import trial balance data from Data Hub

Go to

Batch
Batch Process
Binder Groups

Select the binder group that contains the binders for data import.

Select Next
.

Under Binder tasks
, choose Data Hub/GLM import task
.

A list of Data Hub collections will display, each with its version number. Select the desired collection.

If you have set up aggregation logic, choose it from the drop-down menu. Options include aggregation for Entities, Account Codes, or both.

Select Submit
to start the Batch Import process.

Check the Batch Process Status screen for completion status.

A successful import will show a success message. If there are errors, a downloadable error file will be generated listing the issues.

This article applies to: