Importing beneficiary information from Excel (1041)

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The Excel Import utility enables you to quickly and efficiently import beneficiary information from a Microsoft Excel spreadsheet to the Beneficiary Information window.

Before beneficiary information can be imported from Excel, you must begin with an Excel spreadsheet that was previously exported. For more information, see Exporting beneficiary information to Excel. You can enter information into the Excel spreadsheet as described in Excel Export / Import guidelines for beneficiary information.

  1. Save the Excel spreadsheet before importing the spreadsheet to ensure all recent changes will be imported.
  2. Open the client for which you want to import beneficiary information from Excel.
  3. Choose Utilities > 1041 Excel Import.
  4. In the Look in field, enter the path to the Excel file location.
  5. Enter the Excel file name in the File name field. The default file name is the same as the client ID.
  6. Click the Import button.

Note: If any errors occur during the import process, the Beneficiary Data Import Error Messages dialog will list the errors encountered. After reviewing the error messages, click Done, correct the errors, and then re-import the file. Click the Print button in this dialog to print a list of the errors that occurred.

Related topic: Excel Export / Import utility for beneficiary information overview (1041)

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