Uploading data to TrueCost Configuration with Infor Spreadsheet Designer

You can upload data into a TrueCost configuration using Infor Spreadsheet Designer to create new data and update existing records.

Infor Spreadsheet Designer is used to map application data items, business classes or processes, to an Excel spreadsheet. This creates the appropriate column headers for the data. The data is then specified in the appropriate columns and uploaded into Financials for use in allocations and reporting.

After the data is uploaded, the data will be readily viewed in the associated TrueCost configuration.

This procedure must be performed by users who are trained to import data using Infor Spreadsheet Designer.

See the Infor Spreadsheet Designer help for more information.

  1. Open Infor Spreadsheet Designer.
  2. To map spreadsheet columns to the corresponding fields, click Insert a Query and connect to the Financials server.
  3. Specify this information:
    Data Area
    Specify iefin
    Business Class
    Specify the business class for uploading data. This business class is used by the TrueCost interface that imports the data into the TrueCost configuration.
    Fields
    Clear Unique ID and Error Description, leave all other fields selected.
  4. Click Insert.
    The column headers are inserted into the spreadsheet.
    Note: Do not click Refresh. Refresh is used to insert data into the spreadsheet that already exists in the database. For purposes of uploading data, insert column headers only.
  5. Specify data in the available columns.
  6. To upload your mapped data, click Upload.
    Data Area
    Specify iefin
    Business Class
    Specify the business class for uploading data. This business class is used by the TrueCost interface that imports the data into the TrueCost configuration. Use the same business class that was specified when you inserted a query.
    Action
    Select Create.
  7. Review the results column in the spreadsheet and correct errors. Uploaded data can now be viewed in the associated TrueCost Configuration.