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Knowledge and Support - Adaptive Insights

How to Select the Correct Version when Importing Using a Hosted Connector

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.  

Question

I need to import my Forecast version. How do I select the correct version when importing using a Hosted Connector?

Answer

When importing data, either budget or Actuals, it is critical to specify the intended version for import on the connector parameter input screen (the second screen).  This is the version that will be populated regardless of the selection on the Import Data screen below.

Import Data Screen: The version selected on this screen is not the version used for importing.

Hosted_Connector.jpg

Connector Parameter Input Screen: This is where the version is selected.

Hosted2.jpg