bulk upload journal template
I tried to follow the online instruction, it said Go to Setup > Import Customised Forms. but we got nothings. we never have any form before. So how to I create a format myself to make sure the file ...
Forum Discussion
Hi Princess,
Thank you for the reply.
I tried to export the file as what you suggested below. however, It will only give me the text file.
When i opened it in excel then it will show me the right column.
if I use my excel as a template, do I save it back to text file? or I save it as CSV or any other particular format will make this work?
Hi SherryltqWahl,
Thank you for your response.
Once you've checked the format and made the necessary changes, save the file as a tab-delimited (TXT) file. Then import it via the import/export assistant. I'd also like to thank you, gavin12345, for your prompt reply in providing information about importing data. Our Help article, Importing and Exporting Data: Importing and Exporting Tips, has information to assist with this.
If you encounter any issues, please feel free to reach out for further assistance.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Cheers,
Princess
