Transferring Data Between Strategic Finance Files

You can transfer data between Strategic Finance files songlessly if source and target files share subaccount structure, Freeform formulas, and account descriptions. Because the ASCII file contains the calculated outputs for all input accounts, transfer works even if different forecast methods are chosen in the target file. Strategic Finance back-calculates the input values based on the forecast method selected when importing from an ASCII file.

  To transfer data between Strategic Finance files:

  1. Export the data in your source file (by account number).

  2. Import the ASCII file into the target Strategic Finance file.