Import data

Import Details screen

Import data from external systems in order to populate your calculations. The system can import trial balance data or transaction listings from your general ledger system. When an import succeeds, calculation data is updated with the latest values. The Import Details screen lets you work with your import tasks.
note
For generic imports, the
Map
 column shows the name of the map that was used for the import.
As with all grid views in ONESOURCE Corporate Tax, you can use the
Show/Hide Columns
 button to select the columns you want to show.

Import Details screen overview

  1. Toolbar Ribbon: Dataset and entity editing actions appear in the toolbar ribbon. The options available depend on the screen. Dropdowns on some screens let you filter the list of items to display. The
    Show
     dropdown lets you filter imports you want to show. By default, only the records you have imported in the last 30 days are loaded. You can show imports from the most recent 30 days only, the last 90 days, or the last 180 days.
  2. Grid-Level Actions: Use these actions to manage the grid view and column groupings.
  3. Item Actions
    : You can select one or more checkboxes in the
    Actions
    column to perform actions on specific items in a grid.
  4. Import Status
    : The
    Progress
     column shows the status of your imports.
  5. Trial Balance Import
    : The
    Appended?
     column is a dynamic field that displays the state of a trial balance import for a map. By default, the column shows
    No
     for a newly created map; either there is no trial balance import for entities in the dataset, or the import was not successful. If the column shows
    Yes
    , the import was successful. T
  6. Page navigation selectors
    : Use these selectors to quickly navigate between pages of a multi-page list.
  7. Items per page selector
    : Select the number to change the number of transactions displayed on a page. The default is 25.

This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: Import