SAP Financial Consolidation Web User Guide

To import data from a file into one or more packages

Context

You can import into one or more packages the following types of files:

  • Files with separators, created by, for example, Business Objects applications or Microsoft Excel. Each field is separated by a character like a comma or a tab.

  • Fixed length files with data organized in columns whose length is fixed.

Procedure

  1. Do one of the following:
    • To import data from a file into one package, open the package, and in the Schedules tab click Package import.
    • To import data from a file into several packages, in the home page click Open data entry package, then in the Packages tab, click Multi-package import.
  2. From the Source type list, select File.
  3. Click Go.
  4. In the Select file to be imported field, select the file containing the data you want to import by clicking Browse.
  5. In the Type of source data section, define:
    • The character type used to delimit the columns and/or text in the selected import file.
    • The file row from which the data import should start.
  6. In Import amounts, define:
    • if the imported data should be added to the existing data or replace it.
    • if amounts in the package should be deleted before the import.
    • if zero balances should be imported.
  7. In Import comments, define whether comments should be erased before the import begins.
  8. In the After the import section, define:
    • if a file containing the rejected data should be generated after the import.
    • if rules should be run at the end of the import.
  9. Do one of the following:
    • If you are importing data from a file into one package, click Import.
    • If you are importing data from a file into several packages, click Next. In the Package selection page, activate the boxes indicating the packages into which you want to import data. Click Import.

Results

The Import result page appears. The amount of data imported and any errors generated are listed on this page.