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Import Data into a GLSU Template

GLSU has a utility to allow data to be imported from a file directly into a template. The data must be delimited with a comma, pipe, tab, or other delimiter that can be specified. The import system is great for pulling data exported from Excel, SAP, or another system directly into GLSU. The import is fast and can be a great time-saver. Further, if the data is available on the record, an offsetting entry can be built. This is all done in a user-friendly data preview and mapping environment.

To get started,

  1. Select the Import icon on the menu. The Import data window appears.

    • Use the BROWSE button to find data files on your hard drive or network.
    • My data has headers: If your data has headers on record #1 check this box. If no headers are available you can continue, but it makes mapping more difficult.
    • Select a Data delimiter. This will let you see if the delimiter is the right one for the file and gives the user visual confirmation that the data will import properly.
    • Enter the number of records to show in the preview window. This value is also used to constrain the number of preview records on the mapping screen.
    • The preview area will show the data records as they will appear in the data mapping screen.
    • Click MAP FIELDS to open the data mapping screen shown on the next page.

The Data Mapping Screen

  • Primary Map: This area is for data file record fields to GLSU template fields.
  • Offset Map: This area works the same as the "Primary Map" except that it is mapped so that an offset entry will be produced.
  • Checkbox "Use offset map": Turn ON/OFF the "Offset Map" feature. Many mappings will not use this feature but it is here when needed.
  • Save and Exit: Save the map for use later. Maps are saved in the workbook by sheet so that they will be available when the workbook is opened again later.
  • Save and Import: Save the map to the workbook and proceed to import the data into the GLSU template. Don’t worry. If the data is not mapped correctly, you can comeback and modify the map, then reload the data again.
  • Preview: The data preview pane shows one record at a time vertically to assist in field mapping.
  • Preview Navigation: The NEXT and PREV buttons step through the preview record set. Note that the mapped data changes on the left as the preview record changes on the right.

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