Prerequisite

Clear the contents of the table, if applicable. See Overview of Clearing the Contents of a Table topic.

To import data from a spreadsheet to a configuration program

1. Enter P01RS01 in the Fast Path.

2. On the Configuration Utilities form, select the Business Data tab and then the type of business data that you want to import.

3. To import data, on the <name of configuration> form:

   • (Windows) Right-click in the grid, select Import and then Microsoft® Excel®.

   • (Web) Use the down arrow that is on the right side of the form above the grid.

4. In the Open window, locate the spreadsheet to import and enter the file name.

5. Under Import Options:

   • Specify a range of cells to import (For example, A1:B10): Enter the beginning and ending cells of the data in the spreadsheet, separated by a colon. For the beginning cell, enter A2 (to accommodate the column headings in the spreadsheet, which begin with A1).

   • Specify a worksheet name to import from: Enter Sheet2 (the system exports data to Sheet2 in the spreadsheet) and click Open.

   The system imports the data, displays it on the form, verifies the record counts, and highlights any errors.

6. For translated descriptions, see Adding and Revising Translated Descriptions.

7. If error messages exist on the <name of configuration> form, do one of the following:

   • If there are minimal errors, correct them on the configuration form.

   • If there are numerous errors, correct the errors in the spreadsheet and then import the data to the configuration program.

8. On the <name of configuration> form, click Save to update the data in the corresponding table. The system does not save any data until all errors are corrected.