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Central Managerworksheetexport/importMicrosoft Excelspreadsheet

Use file export and import to update worksheets

This topic describes how to export worksheet data to a tab-delimited, comma-delimited, or XML-formatted file so you can edit it in another app, and then import the data back into RMH.

If you need to make changes to a lot of items in worksheets 251, 261, 303, 304, 308, 330, 340, or 351 in Central Manager, you may find it easier to export the items to a Microsoft Excel spreadsheet, make the changes in the spreadsheet, and then import the spreadsheet back into Central Manager.

You must create a worksheet (saved to Worksheets | Worksheets Status) with a Status of Not Yet Approved.

Export worksheet items to a spreadsheet

  1. Open a worksheet that you created previously.

  2. On the Contents tab, right-click in the grid and select Export.

  3. Type a File Name for the spreadsheet.

  1. Select the file type (Tab delimited, Comma delimited, XML).

  2. Click Browse and select the location where you would like to save the spreadsheet.

  3. Click Save.

  4. Click OK.

  5. Click OK. You can now open the spreadsheet in Excel and make any changes necessary.

Import a spreadsheet into a worksheet

  1. Open the worksheet.

  2. On the Contents tab, right-click in the grid and select Import.

  3. Click Browse, go to the location where you saved the spreadsheet, and select it.

  4. Click Open.

  5. Click OK.

  6. Click OK. The worksheet data is overridden by the data in the spreadsheet.

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