WorkBook

Import Bing Data

Use Bing Import in the Export, Import, & Maintenance submodule under Finance & Administration to import Bing data.

To use Bing Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To import Bing data:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to import Bing data.
  3. In the left pane of the Finance & Administration page, click Export, Import, & Maintenance > Bing Import.
  4. Click the Under Preparation tab.
  5. On the grid toolbar, click and select Import Bing Data.
  6. In the dialog box, drop a file on the space provided and click OK.
    Alternatively, click Choose File and use the file selection option.
  7. In the Options for Bingadwords dialog box, enter or select the applicable from and to dates, currency, and sheet.
  8. To preview the imported data, select the TestMode check box and click OK.
  9. To continue to import the data, click OK to close the preview dialog box and deselect the TestMode check box.
  10. Click OK to import the data, and in the confirmation dialog box, click OK.