Importing an Excel spreadsheet using the Import feature on a screen

To import the Excel spreadsheet using the Import feature on an associated WM screen:

  1. Navigate to the applicable screen within the WM module.
  2. Click Import.
  3. Specify a description of this import.
    Note: The description can be helpful when you are reviewing the Import log.
  4. Within the Content Data field, specify the location of the spreadsheet file you want to import, or click Browse to locate and select the desired worksheet file.
  5. Click Upload.
  6. Click the Click here to preview link to view a preview of the file to upload.
    Note: If you upload multiple files, you can click the preview link to verify that you have selected and uploaded the correct file.
  7. Click Submit to complete the import process.