Import data

Download a system defined template and import the file, or
Use the Excel Add-In tool (purchased separately)

Use an import template

Go to
Import
, and then
Template
.
Select
Import Type
, either
Data Entry,
Data Source Analysis Override
or
Common State
.
Select the
Year
.
Select
Federal
or
State
.
Select the
Amount Type
, either
Actual
or
Forecast
.
Select the
Time Period
.
Select
Download Template
.
note
The company identifiers include Company Number, Entity Name, and Entity Type. The Company Number is the only identifier needed if the company number can uniquely identify the entity apart from all other entities.
To import one file for multiple entities, enter the company number for each entity on the row that contains the first Entry Item Name only.

Import data using Excel Add-In

Go to
Import
, and select
Excel Add-In
.
Select the applicable version to download.
Or, you can select
Templates
to download a file that is already mapped.
Once you determine which import method to use and a source file is ready to import, select
Import
.
Select the type of data you are importing.
Browse to the file location and then select
Next
to begin step 1 of 3 of the process.
After importing data, select
Log
to review the status of previous imports.
Select the
Year
and
Type
to display log information. You can filter and sort each column.
The log shows a status of the following:
Successful
Failed
- The reason appears in
Import Type
.
Completed with Errors
- The reason appears in the
Import Type
column.