How To Reimport Lead Schedule

How To Reimport Lead Schedule

Introduction

After importing the lead schedule, if there's any information that was added after the import process in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to Reimport Lead Schedule.

How to Reimport Lead Schedule

Step 1:- Login to the portal using your credentials go to the Fund Dashboard of the job you want to re-import the lead schedule.


audit-manage-jobs-my-audit-job

Step 2:-  Now click on Re-import Lead Schedule.

reimport-lead-schedule

Step 3: You will now have two options, one is to Overwrite existing data and the other will be to Delete existing data.
Notes
Note: Delete existing data option is only available for Manual Jobs.
Step 4: Click on Remap Manually Mapped Items to remap all the items that you have mapped manually.

overwrite-existing-data-and-remap-manually-mapped-items

Step 5: Click on Include BGL Workpaper Documents by clicking on the respective checkbox to Include workpapers from BGL360 while you re-import the lead schedule. Now, click on Reimport.

include-bgl-workpaper-documents-and-reimport

Notes
Note:- If you choose to Re-write the existing data, the current data will be replaced with the new data and the rest will stay the same.
If you choose to delete the existing data, the current data will be replaced with the current data and the previous data will be deleted.

Step 6:- Now click on Yes from the appearing pop-up.


action-confirmation-pop-up

Step 7:- The Reimport process will start and you will be able to view the progress on your screen. 

reimporting-data

Step 8: Once basic details are reimported, the Close button will be enabled which was disabled earlier. Click on it to close the re-import slider and view the information that is available and has been successfully imported.

close-reimport-progress-slider

Step 9: The rest of the details will be visible in the skeleton view. You can click on the Reimporting Data icon to view the re-import progress.

reimporting-data

Notes
Note:- Reimport process for the funds that have been imported from any of the accounting software will be automatic and if the fund has been added manually, after clicking on the reimport button you will have to Import all the documents again manually.
That's it, your reimport process is completed.

How to view Reimport Status Report

Step 1: Log in to your account and head over to the respective Fund Dashboard.
Step 2: Now click on the Reimport Status Report icon next to the Re-import Lead Schedule button.

reimport-status-report

Step 3: Latest changes that were made in the fund when it was last reimported will be displayed here.

displays-latest-changes

Notes
Note: Icon alongside the line items and buckets certain type of changes as given below:
  1. U- Updated Financials
  2. N- New Financials
  3. D- Deleted Financials
​
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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