Import data

Import entities

You can import or update entities in bulk using Excel files. The import file adds new entities if the Entity ID doesn't already exist, or if changes were made to entities, they are updated based on their Entity ID.
To avoid a failed import, the file should contain the following columns:
  • Group/Single
  • Name
  • Short name
  • Legal Entity Type
Additional columns include:
  • Active?
  • Created By
  • Created Date
  • Entity ID
  • Entity Type
  • Last Updated By
  • Last Updated Date
  • My Access
  • Tax ID
  • Tax Regime
To import a file:
  1. From the
    Entities
     tab in the Entity Manager module, select
    Import
    .
  2. Locate the import file and then select
    Open
    . Data is validated upon import.
  3. New entities and group are highlighted in yellow. Select
    Save
     to finish the import process.
If errors are encountered during the import, a window asks "Do you wish to view them?"
  1. Select
    Yes
     and a
    Save As
     window opens.
  2. Amend the name of the "errors" file (for example, "Entities_ImportErrors") and select
    Save
    .
  3. Open the errors file. A column named "Errors" is added to the spreadsheet.
  4. Correct the errors in the original import file and save it.
  5. Import the updated file.
note
Fields in the import file that are populated from a dropdown menu or lookup list in the application must match exactly.
Group/Single
 can't be updated by the import.

This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: Import