How To: Paste from Excel

How To: Paste from Excel

What is Paste from Excel?
Paste from Excel allows users to copy data to their clipboard and paste into a record.
You can also copy data from a record to your clipboard, to be pasted elsewhere (e.g. another record or into excel).

How to use:
Simply copy the data to your clipboard, either horizontal or vertical.
In F5, right-click in the Set All box and select Paste from Excel.
The data will populate.



Note: Ensure that the figures in excel are NOT currency. Change to General, Number or Text.

    • Related Articles

    • Paste from Excel - The figures will not paste

      Issue: I have copied the figures to my clipboard in Excel, right-clicked on the Set All box and selected Paste from Excel but nothing happens: Solution: Ensure that the figures in excel are NOT currency. Change to General, Number or Text.

    • Record List Import - Wages importing negative

      Issue: When using the Record List import to bring in your data from Excel, the wages records are importing as negative values. Solution: Until a permanent solution is found, follow the steps below: 1. Enter 0 in the set all box of each wages record. ...

    • Convert from your spreadsheet to Forecast 5

      To simplify your transition to Forecast 5, we have provided an easy step-by-step guide on converting your spreadsheet to Forecast 5. Open the excel budget. Save as a new spreadsheet. In the saved spreadsheet remove all totals and subtotals. Open ...

    • How to remap integration code to a forecast set up without the integration import

      If you have create a forecast with an integration but you did not import the data using the integration, the records will not be mapped to your chosen integrations GL Codes so importing data will not work. You can correct this using the steps below; ...

    • Using Reset to No Actual’s

      The Reset to No Actuals feature is designed to make the next year budget easier. This works by saving your actuals as the budget figures to then allow to you extend the budget into next year using these figures as the basis for extend and amend. ...