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Import entities

  1. Sign in to ONESOURCE, then select
    Administration
    . 
  2. Select
    Company Info
    , then
    Entities
    .
  3. Select
    Import
     on the toolbar. This opens the
    Import Entities
     wizard
    Step 1 Upload
    .
  4. In the Data Mapping Template section,
    select from an existing template
     or select
    Create a New Template
    . You can also drag and drop the file in the pane on the screen, or
    Browse for file
    .
  5. Select
    Next
    . This opens the
    Step 2 Map & Import
    . The template displays a sample of the data. You can assign columns or edit the existing template.
  6. Enter a template name.
  7. Select the
    Start Row
     number using the up and down arrows.
  8. Select the dropdown buttons on the
    Row
     columns and map the
    Code
    . Mapping the other columns is optional.
  9. Select
    Save
     to save your changes, then select
    Next
     to move to
    Step 3 Validate
    .
  10. Step 3 Validate
     compares the imported information with the existing data and gives the status of the Entities.
  11. Review and fix any errors from the import.
  12. Select
    Import
    , then select
    Done
    .

This article applies to:

  • Product: ONESOURCE Platform
  • Sub Product: ONESOURCE Administration
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