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This article applies to:

  • Product: ONESOURCE Calendar

Import template

The wizard can help identify relevant obligations. If you already know the obligations for each entity, you can perform the process in bulk via import.

Add data for import

The 1st thing you will need to do is add your data for the import.
  1. Select
    Administration
    ,
    Company Info
    , then
    Entities
     and
    Export
     to export your entities.
  2. When you export your entities, be sure to have the
    Entity Name
     &
    Entity Code
     in the export.
    note
    This step is crucial. You'll need to copy and paste the
    Entities
     into the
    Import Template
     to ensure they match the ONESOURCE Calendar content exactly. Any character difference will cause recognition issues.
  3. Next, select
    Calendar
    ,
    Schedule Due Dates
    ,
    Export
    , then
    Export Content Library
     to obtain a list of all obligations currently available from ONESOURCE Calendar.
  4. Select
    Calendar
    ,
    Schedule Due Dates
    ,
    Export
    , then
    Get Import Template
     to download an Excel Template that can be completed to import multiple records.

Complete import template

In this step, you will fill out the following required fields for import.
  • Obligation ID:
     Use the ID from the Content Export Library.
  • Entity ID:
     Use the ID from the Entity export.
  • Entity Name:
     Use the name from the Entity export.
  • Year
  • Year Type (start/end):
     Select
    start
     or
    end
     for how the year (2024) will be interpreted if the tax or reporting year is not an ONESOURCE Calendar year. For example, if the tax year is 2024, you need to indicate if the tax year starts or ends in 2024.
note
Required fields are in bold text.
As you complete the import template, you can also import optional fields such as
assigned users
,
overall responsibility
, and
custom fields
.
note
Optional fields are in plain text.
Once you complete your work, be sure to save it as an XLSX file.
note
The 1st page of this template includes detailed instructions on how to complete it successfully.

Import the template

  1. Select
    Calendar
    ,
    Schedule Due Dates
    ,
    Import
    , then
    Import Due Dates
     to import the completed template.
  2. Select the file you want to import and select
    Import
    .
  3. Once you have imported the template, you can check the status of the import on the
    Process Queue
     tab. You'll be told if the import was successful or if there were errors. If there are errors on your import, you can download the template by selecting on the spreadsheet icon and review import notes to try again.
Examples of potential statuses include:
  • Success – Import successful
  • Errors Found – Detailed errors will be provided on each row of the spreadsheet
  • Invalid Import Template – Tab names or column names are not valid
  • Failed – Import couldn’t be completed, try again

Successful import

If the content was successfully imported, the following will happen:
  • All entity / obligation combinations will be created as rows in the Schedule Due Dates grid.
  • All rows will be in a Scheduled status (not pending)
  • All related Due Dates will be present on the Due Dates tab.