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Import

Import Categories Template

You can use the Import Categories template for entering data and then importing that information into the system. To create the Import Categories template, you can simply use the
Export Categories
 feature found in the
Administration
 navigation menu.
The
Import Categories
 template contains the following worksheets:
Options
#ADS# Archive Datasets
#CLRF# Liab RollForwards
#CRU# Component Rollup Sets
#CTDP# Temp Diff Postings
#ARDS# Archive Reporting Datasets
#CNOLTD# NOL TempDiffs
#CS# States
#CU# Units
#CATTD# AfterTax TempDiffs
#CNRF# NOL RollForwards
#CSAATD# St AfterApp TempDiff
#CUC# User Components
#CD# Datasets
#CP# Parameters
#CSATTD# St AfterTax TempDiff
#CUSR# Users
#CDRF# Def RollForwards
#CPRU# ParamsReportsUser
#CSC# SubConsolidations
#CUSRGP# Group Permissions Users
#CDSR# Dataset Relations
#CPD# Permanent Differences
#CSTA# St Tax Adjs
#ICOTXNT# Inter Co Txn Types
#CRD# Reporting Datasets
#CPTBI# PTBI Codes
#CTA# Tax Adjustments
#ICOTRTT# Inter Co Trtmnt Types
#COU# Countries, #CUR# Currencies
#CPYBK# Payable Buckets
#CTBL# Trial Balance Lines
#CUNC# Unit Components
#CDRF# Def RollForwards
#CPYRL# Payable Rollups
#CTBSL# Trial Balance SubLines
#CUNCM# Unit Component Multiple
#CIFTD# Incl. for Temp Diffs
#CPYTP# Payable Txn Types
#CTD# Temporary Differences
#JEN# Journal Entry Numbers
  • To use the templates you must keep the columns in the same order and begin entry on the third row. Support documentation can be included in a file and does not interrupt the import process, as long as worksheet names do not have a defined template name.
  • If there are duplicate rows for the same item, the later row overrides the earlier row.
  • Blank cells are ignored on import.
  • Even though you receive an error message if you leave a row blank, all data in rows beneath the blank one will be imported.
  • The Import Categories template often requires that all columns be completed for items to add during import.
  • Do not change the order of the worksheets in the template.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision