Complete the Contract-Level CPI Index Import Spreadsheet
The CPI Index Import Spreadsheet can be used to import CPI index data to a contract in bulk.
You can only load one CPI Index to a contract. This CPI Index will be titled Contract Specific.
Prerequisites and recommendations for importing a spreadsheet
This section contains prerequisites for importing a spreadsheet and recommendations to import spreadsheet data correctly.
Lucernex file import supports XLS, XLSX, and XML format.
Failure to comply the prerequisites and recommendations in this section, may result in incorrect data in the system.
Prerequisites
-
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
Recommendations
-
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.
Download the Import Spreadsheet
To download the CPI Index Import spreadsheet:
-
Navigate to Contract > Payment Info > Recurring Expenses.
Use the links in the Navigation Pane on the leftmost side of the page.
-
Select CPI Index from the field to the left of the Actions menu on the right side of the page.
The CPI Index page opens.
-
Click Import Data.
This displays in the Actions menu on the right side of the page.
The Upload CPI Spreadsheet dialog box opens.
-
Click Download CPI Spreadsheet.
A system download dialog box opens. The system asks whether you want to save or open the CPI spreadsheet.
-
Save the file in a place on your computer where you will be able to find it, and give it a distinctive name.
Enter Your Data in the Spreadsheet
To enter your data in the spreadsheet:
-
Open the spreadsheet in a spreadsheet editor.
-
If necessary, clear the existing data from the spreadsheet.
If you have existing records on your contract, they will appear in the spreadsheet. Simply delete these rows from the spreadsheet if you do not want to edit them.
-
Use the Field Definitions section below as a reference for what data to enter in each column.
-
Enter your data in the appropriate columns.
Make sure to save frequently, to avoid accidentally losing your progress.
-
Review the data to ensure its accuracy.
-
Save the spreadsheet.
Field Definitions
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.
It is our best practice recommendation that you include the publication date of the CPI index. In rare cases, the government may make changes to CPI index values for a prior month or year. However, as an auditing practice, we take the policy of retaining the old CPI index value in the system. By including the publication date of the CPI index, the system will know which CPI value to use—the more recent one—if there are multiple records in the system for a particular month or year.
If you want to import CPI index values at the firm-level, see Complete the Firm-Level CPI Import Spreadsheet.
|
Column |
Name (Row 3) |
Instructions |
|---|---|---|
|
A |
Publish Date | Enter the publication date of the CPI index. |
| B | Year | Enter the CPI Index year. |
| C - N | [Month] |
Enter the CPI values for the appropriate months in Column C - Column N. Each month has a separate column. Only enter CPI values for months where you want to create a new record. |
Import Your Contract-Level CPI Index Data
Test your import in the Train environment before you import to your Production environment, to avoid importing incorrect data.
This spreadsheet does not contain columns for contract ID, contract name, or any other contract-identifying fields. As such, you will not be able to upload this spreadsheet from the admin-level Import Data page.
To import your contract-level CPI index data:
-
Return to the CPI Index page.
If you closed the CPI Index page:
-
Navigate to Contract > Payment Info > Recurring Expenses.
Use the links in the Navigation Pane on the leftmost side of the page.
-
Select CPI Index from the field to the left of the Actions menu on the right side of the page.
The CPI Index page opens.
-
Click Import Data.
The Upload CPI Spreadsheet dialog box opens.
-
-
Click Browse in the Upload CPI Spreadsheet window.
An upload dialog box opens.
-
Select your CPI spreadsheet.
-
Click Import.
The import completes.
-
Click Close.
The window closes. A dialog box opens, asking if you want to reload the page.
-
Click Yes.
The page refreshes. Your new data appears on the page.
