Importing Data from a Spreadsheet

You can import the data for the Set Up for Life Month program from a Microsoft Excel© spreadsheet instead of entering the data manually. When you import data:

  • The columns in the spreadsheet must be in the order that the data appears on the forms in the Set Up for Life Month program.

    All fields are required. Your spreadsheet must have columns for each of the four fields, and the columns must contain data.

  • The data must be valid values in your JD Edwards EnterpriseOne system.

    For example, the data that you import for the Life month group code field must be a valid value in the Life Month Group Code (75J/GS) UDC table, and the date for the Effective Date From field must be in the date format set up in your system.

If your data is not complete or is in an invalid format, you can change it in the Setup for Life Month - Import Assistant form after you import the data, but before save the data. If the data is not valid when you click Continue to save the data, the system displays an error message.