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 Name | Version / 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
