Importing Excel Mappings

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

To import an Excel mapping:

1. On the Workflow tab, under Data Load, select Data Load Mapping.
2. Select the All Mapping tab.
3. In the Import drop-down, select Import from Excel.
4. In Select a file to import, select the Excel file to import, and then click OK.

   Note:

   If you are importing an Excel 2010 or 2016 file that has already been exported, open the file before importing it. This step launches macros in the Excel file that are required for the import process.
5. Optional: If necessary, click Upload to navigate to the file to import, and then click OK.

   The Select Import Mode and Validation screen is displayed.

   
   
   
6. From Import Mode, select the import mode:

   • Merge—Overwrites the data in the application with the data in the Excel data load file.

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

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

   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—Process the import immediately.

   • Offline—Runs the import in the background.

9. Click OK.
10. Click OK.

    The mapping inherits the default data load rule, and shows the description: "System Generated Mappings."

    If you use Explicit mapping, the data rule name must equal the source value.