Spreadsheet import overview

Special information

You'll need to have Microsoft Excel installed on the computer you run the import on. Make sure that the spreadsheet is closed before you start the import process.
You can go to
Setup
,
File Locations
, then select the
Import Data
tab to specify the default location for the spreadsheet files that you'll import in the
Spreadsheet
field.
You must format columns as Text in Microsoft Excel for non-segmented clients that contain subcodes in accounts.
note
For example, a client with an account mask of xxx-xx appears as 100 instead of 100-00 if the formatting for the column is set to display as two decimals. Sub-accounts are retained when the column is formatted as a Text column.
Before you start the import process, verify that there are no blank rows between data records in the spreadsheet, because these will stop the import.
If the
Worksheet to import
dropdown list is blank, verify that the spreadsheet file type is
XLS
(not XLSX) and re-import the data. You may also want to close and restart the application to re-populate the drop-down list. You can also change the spreadsheet type from XLSX to XLS or vice versa, then re-import the data.
You can save mapping information from a prior import as a mapping template in the Column Mappings screen.
note
Mapping templates are client-specific and apply only to the client that was selected at the time they were created.
To save mapping information as a template, right-click in the
Template
field, select
Add Template
from the context menu, then enter the template name.
important
You must do this before you map the columns; otherwise the application will not save the template.
To change the name of a mapping template, select the template to rename, right-click in the
Template
field, select
Edit Template
from the context menu, and enter the new name.
To delete a saved mapping template, select the template to delete, right-click in the
Template
field, and select
Delete Template
from the context menu.
You will get invalid items flagged if there are any problems in the Column Mappings screen and/or any of the Data mapping screens.  In the Error Navigation section below the mapping grids, you can review the total number of errors found. Use the navigation buttons to move to each error and correct the data.

Customers
Employees: Importing new employees and earnings
Employees: Updating employee information
Form 1095-C
Invoice items
Vendors

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