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Export/Import

Import multi-state allocation to Excel

Use the Excel Import utility to import allocation information from a Microsoft Excel workbook to the multi-state allocation spreadsheet.
Importing guidelines
  • Always save any changes you make to the Excel workbook before importing the data to ensure all recent changes will be imported.
  • When you import allocation information from the Excel workbook back into the multi-state allocation spreadsheet, all data already entered in the multi-state allocation spreadsheet is replaced with the information from the Excel workbook.
  • You can't insert or delete rows in the Excel spreadsheet. Don't add or delete any column heading rows.
  • When changing data in the Excel spreadsheet, cells that should not be changed are protected. Rows and columns should not be added or deleted. If you need to unprotect the spreadsheet, the password is “password.”
Importing procedure
  1. Save the Excel workbook before importing it to ensure that all recent changes are imported.
  2. Open the K1 or K1-T multi-state allocation spreadsheet for the activity to which you want to import allocation data from Excel.
  3. Select
    Excel Import
    .
  4. Select
    Yes
     at the
    Importing from an Excel spreadsheet will overwrite all amounts currently in the allocation spreadsheet. Do you wish to proceed?
     prompt.
  5. In the
    Look in
     field on the
    Import Excel Worksheet
     window, enter the path to the Excel file location.
  6. Enter the Excel file name in the
    File name
     field or select it from the dropdown list.
  7. Select
    Import
    .
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