Import data

Re-running an import task

When an import succeeds, calculation data is updated with the latest values. If the import file was a trial balance, a journal is created for each entity in the trial balance file.
  1. On the main menu, select
    Imports
    , then
    Import Details
    .
  2. In the
    Actions
    column, select the rerun icon for the import task you want to rerun.
  3. A message prompts you to confirm you want to rerun the import. Select
    OK
     to rerun the import task. Select
    CANCEL
     to return to the Import Details screen without rerunning the import task.

This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: Import