Import data

Edit an import task

  1. On the main menu bar, select
    Imports
    , then
    Import Details
    .
  1. In the
    Actions
     column, select the edit icon next to the item you want to edit.
  2. Make changes as necessary. You can change the name, entity, and import specifications. You can also upload a new import file. To upload a file, drag the new file into the section provided or upload from your computer.
  3. Select
    Next
    . The Import New Data screen shows the contents of the file to be imported. If your source file is a Microsoft® Excel® workbook and your data is not in Sheet1, select the appropriate worksheet from the
    Select Worksheet
     dropdown list.
  4. If you want to change the details of the file you are importing, you can map the source data columns to a new destination. When a column description in the source data matches a destination field in the system, the destination field is automatically populated. If there is no exact match, use the dropdown list in the
    Destination
     column to choose a corresponding field for each source data column. Fields to be mapped depend on the file type.
  5. If there is already an import specification, the name appears in the
    Import Specification Details
     field. You can change this if you want to use a different import specification.
  6. Select
    Preview data
     if you want to view the contents of your import.
  7. Select
    Save Import Specification
    if you want to save your customizations to be reused.

This article applies to:

  • Product: ONESOURCE Corporate Tax
  • Subject: Import