How to convert a raw Excel file into multiple upload-ready OneStream journals. (3 quick steps)

Use case:

 You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted.

1) Paste your raw lines into Excel:

• Paste your raw journal lines into column A as above.
• Go to Data → Text to Columns → Delimited → Comma → Finish.
  You should now see the first column as H and the next two as D, D, with each field in its column.

2) Clean the values (common blockers)

• ConsName must be a valid Consolidation member in your app (e.g., Entity or Local).
• Leave ParentName blank unless you’re 100% sure of the direct parent.
• Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required.
• Make sure Scenario → Cube mapping matches your CubeName.
• If JournalBalanceType=Balanced, totals of Debits = Credits per journal.

2) Save as CSV (UTF-8)

• Keep only the upload rows on the active sheet (no notes above/beside them).
• File → Save As → CSV UTF-8 (Comma delimited) (.csv).
• Accept “only the active sheet will be saved.”

3) Import & post in OneStream

• OnePlace → Journals → Import (or your Workflow step).
• Choose File Type = CSV, select your file, and Import.
• Open the journal, Validate/Balance, then Post.
• Run Consolidation and verify in a Cube View.

Hope this helps some people within the OneStream Universe 😊.