Importing Excel Mappings

You can import Excel mappings by selecting the Import option and selecting an Excel mapping.

To import Excel mappings:

  1. From the Data Integration home page, click Image shows Select icon. to the right of the integration, and then select Map Members.
  2. From the Actions drop-down, select Import, and then select Import from Excel.
  3. From Import member mappings, and then File Name, specify the name of the Excel.XLS file from which to import the member mapping.

    You can also click Image shows the File Select icon. and navigate to the .XLS file.

    Image shows the Import member mappings screen.

  4. From Import member mappings, and then File Name, specify the name of the file from which to import the member mapping.

    Image shows the Import member mappings page.

  5. Click OK.
  6. From Import Mode, select the import mode:
    • Merge—Overwrites the data in the application with the data in the data load file.

    • Replace—Clears values from dimensions in the data load file and replaces it with values in the existing file.

  7. From Validate, select to validate the member mappings.

    Validate ensures that all data in the imported General Ledger has a corresponding mapping.

  8. In Execution Mode, select the mode for executing the import:
    • Online—Processes the import immediately.

    • Offline—Runs the import in the background.

  9. Click OK.