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Import data to existing journals

Modified on Mon, 21 Nov 2022 at 02:32 PM

You can create a journal and then import data into it directly from your Excel.

Note:You can only import data into an existing document using this method. Use the Import Document action to create a completely new document from an Excel import.

Open a document.

1. Click Import from Excel.

2. Click Choose File to select the file you want to upload.

3. Select the Import only rows option if you want to import row-level data only.

4. Click Upload.

Tip:When you are using the Import to Excel button, you need to have a specially formatted template.

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