Open Excel Import for Master Data

The Excel master data import is available for various master data categories.

Open Excel Import for Master Data

  • In the ribbon, click on Data ► Import ► Master Data from Excel ► <master data category>

    The "Excel Import (<master data category>)" dialog opens.

Alternative:

  1. In the ribbon, click on View ► Data Administration.
  2. Select a folder of a master data category.
  3. Right-click on this folder ► <master data category> Import.

    The "Excel Import (<master data category>)" dialog opens.

Note

The "Excel Import" dialog can be displayed in a number of different ways depending on the selected category and the data driver settings.

For more information on driver settings, see System Settings category.