Importing line item report file

After you have successfully transferred the line item import file to the PC on which the Pillar application's data set resides, follow this procedure to import the data in the Pillar application's budget report:

  1. In the Pillar application, retrieve the data set and select the module (Assets, Liabilities and Equity, Revenues, or Expenses) that contains the budget report for which you want to import the file.
  2. Add or retrieve the budget report in which you want to import line item data.
    Note: The report columns must match exactly the report column template assigned to the import report definition. You can view your import file in Excel, Notepad, or any other application capable of reading an ASCII file before importing it.
  3. From the File menu, use the Import command to import the line item import file.

    You must specify these ASCII separators in the Pillar application's import form:

    • Field separator: comma (,)

    • Record separator: carriage return (CR-LF)

    • Quote: Double quotation mark (")

      Ensure also to check File has column headings if you included them in your report definition.