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Importing | Excel

Microsoft Excel files can be imported into ReadySuite with the Excel Import wizard.

To import an Excel file

  1. In the ReadySuite ribbon, click External Data > Import Excel Worksheet to open the Excel Import wizard.
  2. Complete the Import Options page.

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  3. Complete the Import Preview page.

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  4. Complete the Import Fields page.

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  5. Complete the Import Field Types page.

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  6. Click Start.
  7. On the Import Progress page, view the details of the import process.

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  8. Click Finish.

    The imported Excel file date appears in the Document Grid View.

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