Import binders for entities in consolidations
You can import binders for entities of a Top Consolidation, subconsolidation, or divisional consolidation binder using a .xlsx or .csv files.
note
If you use a .csv file for import, the format must include at least 2 columns: Company Number and Binder Name using the specific binder to be included in the consolidation.
- InBinder Properties, selectMembers.
- SelectImport.
- Browse to the source file, and then selectNext.
- Select an import template or choose an existing template.
- The first import of a members list to a blank screen must include1 Elimination binderand at least1 non-Elimination binder.
- SelectNext.
- SelectImport.