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.


Template NameVersion / Release Date
Link
R365 Consolidated Setup Template
9.0 / 8-1-2018
Template V9


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