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Set up the data connection on a standalone journal template

Follow the steps below to set up the data connection for a standalone journal template in Excel, for on-premises Dimensions users.

  1. Select the **Add-ins** tab.

  2. Click **Journal Import**.

  3. From the drop-down, click **Setup**.

  4. Check the connection type is set to **ODBC**. For hosted Dimensions users, select **Hosted** instead. If **Hosted** is not available, install the **FMS connector** first.

  5. Enter the same credentials as used for Dimensions.

  6. Select **Prompt user for database name** if the user requires access to multiple databases, or enter a single database name to always connect to the same one.

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