Import Sheet Column Data

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. Select Menu Options.
  5. Click the Import button and choose Codes (for code-based managers only) or Column Details.
  6. Browse to the CSV file containing the column data and click Import.

    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.

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.

Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.

Configurable Modules: <name> Manager [Code-based configurable manager]

To import sheet data:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right side), Properties tab.
  4. Double-click the sheet to open the sheet log that displays the columns.
  5. Click the Menu Options drop-down icon and select Import.
  6. Select one of the following options:
    • Codes

      To import by opening a local folder and selecting a file.

    • Column Data

      To import column details.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Sheets

To import sheet data:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]) to expand it.
  4. Click the Sheets sub-node (<name> Manager [Code and Records-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
  5. Double-click the sheet to open the sheet log that displays the columns.
  6. Click the Menu Options drop-down icon and select Import.
  7. Click Column Data to import column details.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Class

To import sheet data:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]) to expand it.
  4. Click the class sub-node (<name> Manager [Code and Records-based configurable manager]-Class) to open the log. The log displays a list of sheets.
  5. Double-click the sheet to open the sheet log that displays the columns.
  6. Click the Actions drop-down icon and select Import to open the Upload CSV window and select a file.

Last Published Sunday, July 20, 2025