Import and Export
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      3. Import and Export

      Importing Targets

      Importing Targets

      Using the Target Deal Summary Template allows the Administrator to bulk upload Targets.  Once the Template is downloaded, complete the required fields (red cells) and additional fields.   When done, return to your M&A tool to import the Targets via the Admin/Import and Export/Import Wizard.


      Download the Template


      1. Open your M&A tool.

      2. Navigate to the Targets view.

      3. Click on the Export button (upper right corner of the screen).  This downloads the Excel file locally.

      4. Open the file and complete the required red fields,  “Code Name” and “Target Name.”  You may complete the remaining fields.  

      5. Save the file and proceed to the next steps to import the data.

      6.  If necessary, navigate to the Targets view.

      7.  Click on the Import button.

      8. In the Import Wizard window, select Choose File.

      9. Click Next.

      10. Click Next.

      11. Leave the default selection as “Merge."

      12. Click Next.

      13. The Import Wizard – Finish window is displayed indicating that the import was successful.

         

      14. Click Close to view the newly imported Targets.