Importing Life Month Data from a Spreadsheet

To import life month data from a spreadsheet:

  1. Access the Setup for Life Month - Import Assistant form.

  2. Select the Import from Excel option.

  3. Use the Browse button to navigate to the spreadsheet, and select the spreadsheet.

  4. Complete the fields in the Define Cell Range area to specify the range of cells to import.

  5. Click Preview.

    The system populates the fields for the life months with the data from the spreadsheet.

  6. Review and change the information, if necessary, and then click Continue in the menu bar.

    The system returns you to the Setup for Life Month form and completes the fields for the life months.