Complete the Firm-Level Discount Rate Import Spreadsheet

• System Administrator access to the Import Data page.

• Download a new copy of the import spreadsheet to ensure system changes are captured and to avoid carrying over errors from previous data imports.

• Give your spreadsheet a unique name so that you can track changes.

• Plan large uploads (more than 2,000 rows) after normal business hours.

• Test the import in TRAIN before importing to PRODUCTION

• Do not change column header names

• Do not add new sheets to the spreadsheet

• Do not change the name of the spreadsheet tab, unless instructed to do so

• Hide columns you do not plan to use, but do not delete them

• Ensure the file extension of the import file matches the file type of a supported import file format such as XLS, XLSX, and XML.

• To clear a field that currently contains a value in the system, type Null.

• To skip entering a value in a field, leave the field in the spreadsheet blank.

• Ensure all data exactly matches to avoid the system creating records with incorrect data. For example, contract names must include the same number of spaces.

• Entering data on first available row after the header.

• Avoid using special characters such as quotes and percentage signs

• Enter dates in MM/DD/YYYY format.

• To create a record, type FALSE in the Update Only column. To update a record, type TRUE in the Update Only column.

• To enter multiple values for column headers with an asterisk * at the end, ensure each value is separated by a comma.

To download the Discount Rate Import spreadsheet:

1. Select Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Import Data link in the Company Administration column.

   The Import Data page opens.

3. Select the Spreadsheets tab.

   The Spreadsheets page opens.

4. Select the Discount Rate spreadsheet from the Download Spreadsheet Templates field.

5. Click Download.

   The system prompts you to save or open a Microsoft Excel file.

6. Save the Excel file in a place on your computer where you will be able to find it, and give it a distinctive name.

To enter your data in the spreadsheet:

1. Open the spreadsheet in a spreadsheet editor.

2. Use the Field Definitions section below as a reference for what data to enter in each column.

3. Enter your data in the appropriate columns.

   Make sure to save frequently, to avoid accidentally losing your progress.

4. Review the data to ensure its accuracy.

5. Save the spreadsheet.

The following table contains definitions for each field in the import spreadsheet. If you have questions about these fields, please contact your Accruent representative or Accruent Support.