Importing Data

Valuation Ultimate allows you import Entity Accounts and Datasets with our Microsoft Excel template. Located under Options > Import Accounts & Financial Data

Entity Data import

Import Template #

The Import Template allows fast entry of account parameters and datasets, in the structure which Valuation Ultimate requires.

Import Template

Import Confirmation #

After a successful Data Import a confirmation screen will be displayed.

The confirmation screen will detect any discrepancies for the data, with a message detailing the errors.

Data Import confirmation with discrepancy