What is the recommended process to re-import data?

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

Question

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

 

Answer

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. 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.