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Import

Category Import

In
Administration
 >
Import Categories
 you can import category items using the Import Categories Template. The template is an Excel workbook containing multiple worksheets. Each sheet corresponds to a page found in Administration. Only Administrators can import the Import Categories template. After the template is imported, review Jobs for any errors that occurred during import.
Category items can be imported when data is populated in the Import Categories template. The template is an Excel workbook containing multiple sheets. Each sheet corresponds to a page found in the Administration area. Only Administrators can import the Import Categories template. After the template is imported, you can review the status in Jobs Interface - Part 1 for any errors Import Error Messagesthat occurred during import.
You can import Dataset Categories using the category spreadsheet.
  • To import a new dataset, complete the appropriate fields on the #CD# Datasets worksheet in the import categories template.
To import categories:
  1. Select
    Administration
     and then
    Import Categories
    .
  1. Specify the Categories Import File and then click
    Open
    .
  2. For Categories Imported Successfully, click
    OK
    .
  3. To review the progress of the import, select
    Jobs
     in the Tax Provision menu.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision