Import Data Entry

In
Review & Edit
, you can use a single template to import data into a specified component's Data Entry page. When you use the import option in an Data Entry page, the system can import data for just that page. This lets you import a specific template into a component's page. For example, you select the Temp Diff Tax _Basis component and use the #UTD# Unit Temp Diffs-Tax Basis worksheet to import data to that page.
note
To activate the units, you can Import the
#U# Unit
worksheet template using the components template.
  1. Select in a
    Data Entry
    page and the Import dialog opens. By default, the
    BASE DATASET
    is selected from My Datasets.
  2. Select the folder and specify the file in which to import.
  3. Select to submit the import request.
  4. Select Jobs in the Tax Provision menu to review the import log information and the status of your import request.
note
To import data into
Data Entry
pages, users must have Data Entry User Role permissions assigned to them.