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Convert import formulas

Modified: 7 Sep 2026 Viewpoint Estimating Administration Data Imports Help
  1. Open the Convert Import Formulas screen.
  2. In the Conversion File field, enter the full path for the conversion file or click to browse to the conversion file.
  3. Press Tab.
    Below the header, the Convert Import Formulas screen contains two grids:
    • Available Import Formulas, which lists the import formulas that will not be included in the conversion file.
    • Selected Import Formulas, which lists the import formulas that will be included in the conversion file.
  4. Do the following to filter the data in a column:
    1. Click the filter row in the column you want to filter.
    2. Click the icon on the left of the filter row to select the operator for the filter.
    3. Click and select the filter criteria.
    4. To clear filter criteria in a column, mouse over the filter row and click .
  5. Do the following as needed to select import formulas to include in the conversion file.
    • To move an import formula to the Selected Import Filters grid, select that tax authority and click Add.
    • To move all import formulas to the Selected Import Filters grid, click Add All.
    • To remove an import formula from the Selected Import Filters grid, select that tax authority and click Remove.
    • To remove all import formulas from the Selected Import Filters grid, click Remove All.
  6. Click Convert Formulas.
Submit

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