1. General Accounting Implementation Guide
  2. Importing Budget Data From a Spreadsheet

Importing Budget Data From a Spreadsheet

Access the Upload Records to F0902Z1 form.

The Upload Records to F0902Z1 form appears two times—when you first access the form and after you complete step 1 in the following steps. The following form appears after you complete step 1.

  1. On Upload Records to F0902Z1, select Import Grid Data from the Tools menu.

  2. Select an option under the Import Options heading. If you import from Excel, complete the next step. Otherwise, continue to step 4.

  3. Click Browse to locate the excel file and enter the worksheet name from which to import data.

  4. Specify a range of cells from which to import data (for example, A1:B10) under the Define Cell Range heading:

  5. Click Preview and then click Continue to import the data.