Creating Excel Import Maps

Before you can import an Excel spreadsheet, you must map the relationships between the Excel data and Strategic Finance data.

  To create Excel import maps:

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

  2. In Select Excel-format Spreadsheet to Import, open an Excel file.

  3. Using these procedures, edit the map:

  4. Click OK.

  5. In Save Map As, enter a name for the map (*.mpr), and click Save.