Importing Data from a Spreadsheet

Access the Setup Multiple Accounts/Import Assistant form.

  1. In the Define Import File area:

    1. Specify whether to import data from a MicroSoft Excel® spreadsheet or a CSV file.

    2. Complete the name of the file and other information required.

  2. In the Define Cell Range area:

    • Enter the range of cells for an Excel spreadsheet.

    • Select Import All for a CSV file.

  3. In the Define Import Location in Grid area, specify whether to:

    • Insert new rows at the beginning of the grid.

    • Paste the data from the imported file to a specific location in the grid, and specify the location.

  4. Click Apply.

    The imported lines are displayed in the grid.

    If the data are corrupted, click Reset to delete all of the line in the grid.

  5. If the data appear to be correct, click Continue.

    The system returns you to the Setup Multiple Accounts form and displays the imported data in the grid. You can modify the data as necessary.

  6. Click OK to save the data to the F76C9F01 table.

    Note: The system displays an error message if you attempt to save a record for which the data already exists. You can modify or delete the duplicate line to enable you to save the other records.