Creating Batch Excel Imports

Before creating a batch import, you must create empty Strategic Finance files or entities reflecting the dimension and time structure of the Excel files and create Excel import maps. See Creating Excel Import Maps.

To create batch import files:

From any Strategic Finance view, select File, then Batch Import, then Create New Import File.
Select an option:
- Select Entities saved to a PC or on a LAN to import to local Strategic Finance files.
- Under Select the target of the Batch Import, select Entities saved to an HSF Server to import to Strategic Finance server entities.
Click OK
Select Batch Info.
Click Add.
Perform these actions:
- Define general batch information. See Defining General Batch Information and Running Batches .
- Define time periods. See Defining Batch Import Time Period Rules .
- View Excel batch import logs. See Viewing Batch Import Logs.