Reference: Spreadsheet Import Options

For step-by-step instructions on importing sheet and transactions data, see Spreadsheet Import.

Disabled for modeled sheets managed by the workforce planning configuration manager.

Fields	Description
Import Type	Identifies where the data will import. Actuals: Choose an Actuals version. Plan: Choose a Plan version. Transactions (only available with the Transactions module)
Import without Code and Name columns for display names	Allows importing from templates without columns for Code and Name fields. This option also allows importing from older templates created before the introduction of display names. This option does not display if you turn on Enable Single Column Data Import/Export for Display Name in Administration > General Setup ,
Import From	Identifies the source of the data being imported. Spreadsheet Custom Script (For Legacy Connectors)
Import Into Sheet	Identifies the sheet the data will import to. Do not select a sheet when importing Transactions. Standard: For GL, custom, assumption, exchange rates Modeled or Cube Sheet: For the modeled and cube sheets in the system
Import Mode Only available when a modeled sheet is selected for import into sheet	Controls what happens at import. Add the imported rows to the sheet. Replace all data in the sheet, for all levels. Replace all the data in the sheet, but only for imported levels. Replace all editable rows. Replaces all existing rows with imported rows. Only available with access rules. Replace only rows with matching level and secured dimensions. Replaces all existing rows that match the level and any secured custom dimension. If matches aren't found, adds rows. Only available with access rules. Update existing rows. Only required column is the import key. Sheets with Allow splits selected do not support updates. Values in the Import Key column of your imported file must be unique. Update existing rows and add new rows. Only required columns are Import Key, Level, and any text selectors, even when not adding new rows. Sheets with Allow splits selected do not support updates. Values in the Import Key column of your imported file must be unique.
Select File	Choose the file on your local system to import. Format it by using the download template.
Download Template	Downloads an import template for the sheet you selected within Import Into Sheet. The templates for modeled, cube, and standard sheet data are different based on their contained dimensions and accounts.