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Microsoft Dynamics GP (Archived)

import a budget from Excel to Analytical Accounting

Posted on by 105

Hello,

 I tried to import a budget to Analytical Account, but I recived an error mesage: The import failed because the spreadsheet is in an incorrect format. I used the format expoted format from GP. I am not sure if this format is the correct. Could you help me please?

 Thank you

Alejandro Jara 

*This post is locked for comments

  • Gina Santos Profile Picture
    Gina Santos 285 on at
    Re: import a budget from Excel to Analytical Accounting

    I'm trying to do an import in GP2010 and getting the same error when using the same exact format when the budget is exported.  What needs to be populated in column c? in the export file, it is the Budget Tree ID.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: import a budget from Excel to Analytical Accounting

    Another thing that might help - working on GP10 My suggestion is to also unhide columns A and B. If adding new rows you need to ensure that these columns named: RowId and aaCodesequence are in sync with other existing rows.

  • Suggested answer
    Leng Papio Profile Picture
    Leng Papio 855 on at
    Re: import a budget from Excel to Analytical Accounting

    if you are in gp 9.0, there's a kb on it... however, if you are above gp 9.0, then you will want to review the column C of the excel file you exported.

    i assisted a client on the same issue.. we tried everything.. sometimes it will import ok after export, but sometimes it won't -- until we disabled all auto formatting in Excel, exported the aa budget to import it back.. with this, the issue persisted.... so we looked at all columns and saw that when the import is good, column c is populated.. when the import is failing because of the incorrect format  issue, it's becasue column C is blank. check it out....

  • callen Profile Picture
    callen 4,595 on at
    Re: import a budget from Excel to Analytical Accounting

    Hello. Can you clarify how you are trying to import the budget data for AA?

    The name of the window would be great.

    Thank you

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