Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
Creating BP records, in bulk, through Microsoft Excel templates is available for all BPs that allow bulk creation of records and line items.
A Microsoft Excel file or template supports formulas, special characters, and it has multiple sheets.
Note: A CSV file or template does not support formulas or special characters, and it does not have multiple sheets (Actions > Export CSV Template).
When you click Actions, you can click the Export Microsoft Excel Template option to create a single BP record or multiple BP records (bulk) that contain formulas, special characters, and multiple sheets.
Note: This option will be seen for all users who have the View access to the log.
For creating Line Items for a single BP record or multiple BP records (bulk) that contain formulas, special characters, and multiple sheets, you can click the Menu Options icon (available for BPs that support line item export) and click Export Line Item Template.
The supported Microsoft Excel file formats are the Excel workbooks having the ".xlsx" and ".xlsm" extensions.
Note: The Strict Open XML Spreadsheets having ".xlsx" extension is not supported.
The supported Microsoft Excel versions are Excel 2010 (v14.0) and later.
The supported Microsoft Excel functions are: ABS, ACOS, ACOSH, ADDRESS, AND, AREAS, ASIN, ASINH, ATAN, ATAN2, ATANH, AVEDEV, AVERAGE, BIN2DEC, CEILING, CHAR, CHOOSE, CLEAN, CODE, COLUMN, COLUMNS, COMBIN, COMPLEX, CONCATENATE, COS, COSH, COUNT, COUNTA, COUNTBLANK, COUNTIF, COUNTIFS, DATE, DAY, DAYS360, DEC2BIN, DEC2HEX, DEGREES, DELTA, DEVSQ, DGET, DMAX, DMIN, DOLLAR, DSUM, EDATE, EOMONTH, ERROR.TYPE, EVEN, EXACT, EXP, FACT, FACTDOUBLE, FALSE, FIND, FIXED, FLOOR, FREQUENCY, FV, GEOMEAN, HEX2DEC, HLOOKUP, HOUR, HYPERLINK, IF, IFERROR, IMAGINARY, IMREAL, INDEX, INDIRECT, INT, INTERCEPT, IPMT, IRR, ISBLANK, ISERR, ISERROR, ISEVEN, ISLOGICAL, ISNA, ISNONTEXT, ISNUMBER, ISODD, ISREF, ISTEXT, LARGE, LEFT, LEN, LN, LOG, LOG10, LOOKUP, LOWER, MATCH, MAX, MAXA, MDETERM, MEDIAN, MID, MIN, MINA, MINUTE, MINVERSE, MIRR, MMULT, MOD, MODE, MONTH, MROUND, NA, NETWORKDAYS, NOT, NOW, NPER, NPV, OCT2DEC, ODD, OFFSET, OR, PERCENTILE, PI, PMT, POISSON, POWER, PPMT, PRODUCT, PROPER, PV, QUOTIENT, RADIANS, RAND, RANDBETWEEN, RANK, RATE, REPLACE, REPT, RIGHT, ROMAN, ROUND, ROUNDDOWN, ROUNDUP, ROW, ROWS, SEARCH, SECOND, SIGN, SIN, SINH, SLOPE, SMALL, SQRT, STDEV, SUBSTITUTE, SUBTOTAL, SUM, SUMIF, SUMIFS, SUMPRODUCT, SUMSQ, SUMX2MY2, SUMX2PY2, SUMXMY2, T, TAN, TANH, TEXT, TIME, TODAY, TRANSPOSE, TREND, TRIM, TRUE, TRUNC, UPPER, VALUE, VAR, VARP, VLOOKUP, WEEKDAY, WEEKNUM, WORKDAY, YEAR, YEARFRAC.
The following topics explain how to use Microsoft Excel create a single BP record or multiple BP records (bulk) and line items that contain formulas, special characters, and multiple sheets.
In This Section
Microsoft Excel Format for Creating BP Records
Microsoft Excel Format for Creating Line Items for BP Records
Microsoft Excel Spreadsheet File Format For Bulk Update Export/Import Process
Error File Spreadsheet Format of Bulk Update Import Process
Last Published Sunday, July 20, 2025