What is the recommended process to re-import data?

We're transitioning to a new User Interface, and are in the process of updating Help Hub content to match the new interface.


We have made adjustments to a prior period and need to re-import data. What are the recommended steps?



When importing data to Planning Maestro, whether you are uploading files manually or uploaded via CDI, the system will clear/overwrite the existing data based on a few factors:

  • Date range of data
  • Versions of data
  • GLSource

If you have made new entries to a prior period you should import the entire period again which would be inclusive of the previously imported data AND the adjustments/entries that have been made. 

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