• When in a worksheet grid, press Import at the top of the grid or ALT + I on your keyboard to launch the Import Wizard.
• The Import Wizard will walk you through the import process.
• For detailed import instructions, click Help on any of the wizard dialog windows.
• Use a default spreadsheet template or create a custom spreadsheet template to use in the import process.
• To create a spreadsheet using the default template, press Export at the top of the grid that you are working with.
• Click to find out how to export a grid to a spreadsheet.

Notes:

• The Import Wizard assists you with importing data from a Microsoft Excel spreadsheet to a worksheet grid.
• In the wizard, select the spreadsheet you want to import and choose a default template or customize a template of your own.
• Templates you create can be saved for future use.
• The data is validated prior to being imported, giving you the opportunity to review the status and make corrections.

Additional Training:

• Click to see the course from our 2015 CCH User Conference about CCH ProSystem fx Tax - Tips and Tricks.
• Click to see the course from our 2015 CCH User Conference about Transitioning from Interview Forms to Worksheet View in CCH ProSystem fx Tax.
• Click to find out how to create a user profile for the Wolters Kluwer Learning Management System.