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How do I export or import an Excel file into a Pro Forma or financial model?

To import an Excel financial model, select the Financial Model Manager. Next, select Import Excel and import the file into the workbook.

You can apply the scheme and site combination to the financial model under the Financial Model Settings.

To export an Excel financial model, select the Financial Model Manager. Next, select Export Excel.

In Excel, you can unhide the list of Quantities export from the TestFit model based on the applied scheme and site combination of the deal that was applied to the financial model.