Import Spreadsheets

In several areas of the application, you can import data in bulk using spreadsheets.

Prerequisites and recommendations for importing a spreadsheet

Follow the prerequisites and recommendations in this section to ensure spreadsheet data imports correctly to your system.

You can import XLS, XLSX, and XML files.

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.