The following Consolidated Setup Template can be used to prepare various records for import during the initial setup of R365.  While each tab represents a different record type, they are all provided in the same workbook.  This template should be used in conjunction with an R365 Setup Coach or R365 Partner.

Preparing the Templates for Import

In order for the templates to be imported using the R365 Import Tool, each tab must be saved as a separate .CSV file.  

Step 1: Complete the Template (Tab)

Step 2: Copy the Tab to a new workbook

This can be accomplished by right clicking on the tab and selecting 'Move or Copy'

On the Move or Copy Prompt, click the 'Create a Copy' checkbox, then click the destination selector ('To book') and select '(new book)'.  

Click 'OK' to copy the tab to a new workbook.

Step 3: Save the Template as a .CSV file

Click the 'File' button in Microsoft Excel and select 'Save As'.  In the Save As prompt, give the file a name to indicate what the template contains

Next, set the 'Save as type' to 'CSV (Comma delimited)'.

Click the 'Save' button to create your Ready-To-Import template