Using the Forms Import Wizard

With the Forms Import Wizard, you can quickly add forms due dates to existing projects using a spreadsheet import.

Note: You can export project information from a view to speed creation of your import spreadsheet. See Managing Private Views for instructions on creating and exporting information from views.

Your import spreadsheet must include columns with the following information. The columns must be in this order:

  • Client ID. The client must already exist in CCH Axcess. New clients cannot be created with this import.
  • Client sub-ID. If your firm does not use sub-IDs, leave this column blank.
  • Project ID. The project must already exist in Workstream. New projects are not created with this import.
  • Form ID. The form can either be a standard form provided with Workstream or a custom form added by your firm.

To run the utility, do the following:

  1. Create the import spreadsheet according to the specifications above.

  2. Click Utilities under Firm on the Application Links window in Dashboard.

  3. Click Workstream on the navigation pane.
  4. Click Forms Import Wizard.
  5. Either drag your Microsoft® Excel import file to the wizard page, or click Browse to navigate to and select it.
  6. Click Update.
  7. Review the update summary for any issues that occurred during the import.
  8. Click Finish.