Import sheet column data

You can enter data into manual-entry columns by importing a CSV sheet. The column must be configured on the record detail form to accept numeric data elements.

To import column data

  1. In the CSV file, enter data for each listed record. Be careful not to change the CSV file structure.
  2. Save the CSV file.
  3. Open the sheet to which you want to import the data.
  4. Click the Import button and choose Codes (for code-based managers only) or Column Details.
  5. Browse to the CSV file containing the column data and click OK.

    Note: You cannot delete summary rows from the sheet using a CSV import. You also cannot delete existing rows using CSV import if their codes have been added to business processes.



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Last Published Monday, April 11, 2022