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:

  1. From any Strategic Finance view, select File, then Batch Import, and then Create New Import File.

  2. 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.

  3. Click OK

  4. Select Batch Info.

  5. Click Add.

  6. Perform these actions: