The Excel Batch Import screen

On the Excel Batch Import screen, you can set up batches of imported files, and specify import settings.

Each tab on the Excel Batch Import screen corresponds to an import batch. Batches are used to load files from several locations at once, or to load the same set of files with different settings. Batches are processed in their entirety before the import moves on to the next batch. Batch management buttons are described in the table below; the same functions are available in the context menu if you right-click on a batch tab.

Note: The order of tabs is important when importing the same projects with different settings; the import begins with projects selected on the leftmost tab and proceeds from left to right, so the correct order of tabs must be set up.

Button	Description
	Creates a new batch.
	Renames the selected batch.
	Deletes the selected batch.
	Moves the selected batch to the left.
	Moves the selected batch to the right.

The File root folder field contains the name of the folder where imported documents are stored. When you select a folder here, the box under this field will display the list of files in the selected folder.

Mapping templates establish the correspondence between data contained in imported Excel files, and variables and settings of FINANCIALS projects. The procedures for creating and editing mapping templates are similar, so we will consider only the creation process. Template management options are available in the Advanced section of the Excel Batch Import screen.

Option	Description
New Template	Creates a new template.
Edit Template	Opens a window for template editing.
Rename Template	Opens a dialog where you can specify a new name for the selected template.
Delete Template	Deletes the selected template.
Import Template	Imports the template from a Workflow Template Document.
Export Template	Exports the template into a Workflow Template Document.

Note: Settings in the right-hand pane apply to individual batches. Thus, you can select different import options for each set of imported files.

The settings determine how new and existing projects will be treated during import. All options are described in the table below.

Option	Description
Create project	If a project does not already exist, it will be created.
Prompt to create project	If a project does not already exist, you will be asked if you want to create it.
Ignore project (do not add)	If a project does not already exist, it will not be imported.
Update project	Existing projects will be updated with values from the imported Excel file and, if required, moved to the consolidation node specified in the destination hierarchy.
Update project at any root	Existing projects will be updated and will remain in their current nodes in the destination hierarchy.
Create additional project	A copy of the existing project will be created and populated with values from the imported Excel file.
Log and skip project	Existing projects will be not be updated, and a record will be made in the log file.
Only override the mapped variables	Check this box to update only those variables that are mapped in the template. Otherwise all variable values will be reset before import.

The remaining settings define general import options (see the table below).

Option	Description
Real/Nominal	Specify if the values should be imported as real or nominal, or if those settings should be taken from the import template.
Currency Scenario	Select a scenario from the list.
Keep values in source currency as defined in mappings	Check this box to keep the currency set up in the import template. Uncheck it to convert all currencies to the US Dollar.
Import into scenario	Select the destination project scenario.

You can save the import settings to speed up the process if you import data several times with the same settings. To open a particular set of settings, select it from the list in the Batch import settings field. Next to this field is the menu with settings management options. You can also export and import settings to use them with different databases.

Option	Description
New Settings	Creates a new set of settings.
Save Settings	Saves the settings.
Rename Settings	Renames the selected set of settings.
Delete Settings	Deletes the selected set of settings.
Import Settings	Imports the settings from a Workflow Template Document.
Export Settings	Exports the settings into a Workflow Template Document.