Data can be imported into myplan  in data management. Data for Chart of accounts, transactions, time and version can be imported to myplan in data management.

How to get there!

To import data management, click on settings > business settings > data management

How to import data management

Select the record type from the drodpdown and click on upload. Popup window will open, sample file can be downloaded for verification. Once the file is loaded into data management and the submitted file will be validated. Results of  the file will be displayed and the user can either click on simulate or submit file.