Downloading a Period Mapping Import Template

You can download a period mapping import template that you can fill out with period mapping details and then upload it.

To import period mappings from Excel:

  1. From the Data Integration home page, then from Actions menu, and then from the Setup drop-down, select Period Mapping.
  2. On the Period Mapping page, from the Actions menu, select Download Import Template.
    A separate window is launched from which you can open or save the import template in an Excel worksheet.
  3. Open or save the import template and then click OK.

    The following shows a downloaded import template:

    Image shows a downloaded import template.

  4. Optional: When you have added period mapping detail to the import template, you can upload the Excel spreadsheet to Period Mapping using Importing Period Mappings from Excel.