Importing Superannuation Payment Data from a Spreadsheet

Access the Superannuation Data Import form.

To import superannuation payment data from a spreadsheet:

1. Verify that the columns in the detail area of the form are ordered the same as the columns in the spreadsheet.

2. Right-click in the detail area of the left-most column, select Import, and then select Microsoft Excel.

3. On the Open form, browse to the Excel spreadsheet that you want to import.

   When you have successfully selected the spreadsheet, the name of the file appears in the File Name field.

4. In the Import Options section of the form, complete these fields, and then click Open:

   • Specify a range of cells to import (for example A1:B10),

     When you specify the range of cells, the columns that are included in the range of cells from the spreadsheet should appear in the same order as the columns on the Superannuation Data Import form. Also, you must know the range of cells that you want to import, and the name of the worksheet from which you want to import data before you attempt the import process. After you enter Superannuation data into the spreadsheet, you should make a note of the range of cells that you want to import, along with the worksheet name, before you close the spreadsheet so that you will have this information readily available to complete the import process.

   • Specify a worksheet name to import from.

     The Excel spreadsheet opens and displays the range of cells that you have selected for import. Additionally, the data that you selected from the spreadsheet is automatically populated in the detail area of the Superannuation Data Import form.

5. Close the Excel spreadsheet.

6. On the Superannuation Data Import form, make any changes necessary to ensure that the data is correct, and then click OK.