Import beneficiary information from Excel

The Excel Import utility enables you to quickly and efficiently import beneficiary information from a Microsoft Excel spreadsheet to the
Beneficiary Information
window.
Before beneficiary information can be imported from Excel, you must begin with an Excel spreadsheet that was previously exported. You can enter information into the Excel spreadsheet as described in the Excel Export/Import guidelines for beneficiary information.
  1. Save the Excel spreadsheet before importing the spreadsheet to ensure all recent changes will be imported.
  2. Open the client for which you want to import beneficiary information from Excel.
  3. Select
    Utilities
    , then
    1041 Excel Import
    .
  4. In the
    Look in
    field, enter the path to the Excel file location.
  5. Enter the Excel file name in the
    File name
    field. The default file name is the same as the client ID.
  6. Select
    Import
    .
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