Whether you are just beginning to use Adaptive Insights or you need to update an existing model, getting your data from another source system into your model requires a data import. You can choose to:
- Import spreadsheet data
- Import NetSuite Actuals if you have NetSuite Basic
- Import Transactions if you have Transactions enabled
- Import from Custom Scripts
You may be asked to map account names, level names, and dimension names in the spreadsheet to their corresponding values in Adaptive Insights. You can view and modify any existing import mappings you already made by clicking Import Account Mappings, Import Level Mappings, or Import Dimension Value Mappings under Integration > Import.
On upload, your data automatically maps to a best-fit for the data contents. You can also manually adjust: