From within Excel (or Access), select a range and click on 'Copy' (or Ctrl-C).

 

Then, click the 'Paste' button in the Treasury Software Import Wizard.  Note:  You can place the mouse icon anywhere.

Tip:  Do not perform any file management activities (such as 'Save') between the steps above.  Many Excel activities clear the clipboard and will require you to re-copy.

 

Knowledge Base Article: KB2015

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