Import binders for entities in consolidations

You can import binders for entities of a Top Consolidation, subconsolidation, or divisional consolidation binder using a .xlsx or .csv files.
note
If you use a .csv file for import, the format must include at least 2 columns: Company Number and Binder Name using the specific binder to be included in the consolidation.
  1. In
    Binder Properties
    , select
    Members
    .
  2. Select
    Import
    .
  3. Browse to the source file, and then select
    Next
    .
  4. Select an import template or choose an existing template.
  5. The first import of a members list to a blank screen must include
    1 Elimination binder
    and at least
    1 non-Elimination binder
    .
  6. Select
    Next
    .
  7. Select
    Import
    .

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