Data Import Templates

Kuali Financials line import templates allow you to import any number of accounting lines and purchasing line items, and other types of data from a comma-delimited (.csv) file. This section contains a table that lists types of documents for which templates are available in the default system and provides a link to the corresponding template for each document type. Following the table is a process overview that includes complete instructions for using templates to import multiple lines of data. Additional subsections contain detailed information about each template.

More:

Links to Default Data Import Templates

Process Overview

Creating a .csv File

Standard_Import.xls

AV_Import.xlxs

BA_YEBA_Import.xlxs

GEC_YEGEC_Import.xls

ICA_Import.xlxs

JV_Ext_Encumbr_Import.xlxs

JV_NonOffset_Bal_Type_Import.xlxs

JV_Offset_Bal_Type_Import.xls

LLJV_Import.xls

ND_Import.xls

PE_Disencumbrance_Only_Import.xls

PURAP_Item_Import.xls

PURAP_Account_Import.xls

CAM_MPAY_Account_Import.xls

AR_Customer_Upload.xls

Milestone_Import_bulk_template.xlxs

PredeterminedBilling_Import_bulk_template.xlxs

PDP_PaymentSpreadsheetUpload.csv