Importing data

Data, such as your actuals for comparison scenarios or exchange rates for currency conversion, is imported from a connected integration database.

Importing data to a model requires that at least one configuration set and version have been configured in the business application and that the configuration set is marked as Configuration completed. From the Infor EPM Home page, select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition and create one or more configuration sets as required.

Data is imported incrementally and the target area is cleared before the import. The target area is defined by the selected configuration set and version and by the periods and entities from the source table.

  1. Select Data Loads > Import of Data.
  2. Select the type of data to import.
    The type can be Financial Data or Exchange Rates.
  3. Select the configuration set in which to import.
  4. Select the version in which to import.
  5. Click Import, then confirm.