Setting or Editing Excel Import Map Accounts Options

  To set edit Excel import map accounts options:

  1. From any Strategic Finance view, select File, then Import, then From Excel File, and then Edit / Run Existing Map.

  2. In Select Map to Edit, open the Excel import map (*.mpr).

    The Excel file from which the map was generated is identified.

  3. Select Accounts.

  4. Optional: To automatically map accounts, click Auto-map.

  5. Map individual accounts:

    1. In From, select an Excel account.

    2. In To, select a Strategic Finance account.

    3. Click Add to map the two accounts.

      Note:

      If you add the wrong account, select the account in To and click Remove.

    4. In To, select the account and click +/- to add or subtract the source value from the destination account.

      If the Excel file displays credit balances as negative numbers, switch the sign to import the value properly.

  6. Optional: To scroll through accounts in To, click Next or Previous.

  7. Optional: To locate invalid links, click Invalid Links.

  8. Optional: To display only Excel accounts that are not mapped in From, click Show only unassigned spreadsheet accounts.